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How does the advisor help clients – Key Takeaways:
COMPASS RETIREMENT, LLC is a knowledgeable and experienced financial advisor that specializes in retirement planning and investment management. Their team of experts work diligently to provide personalized and comprehensive financial services to their clients.
The key takeaways from their services include:
- Expertise in retirement planning and investment management
- Personalized and comprehensive financial services
- Experienced team of professionals
Facts and Insights
COMPASS RETIREMENT, LLC is dedicated to helping clients achieve their financial goals and secure their retirement. Their team stays up-to-date with the latest industry trends and insights, allowing them to provide clients with sound financial advice.
Assets Under Management, Number of Advisors, and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $100 million | 7 | 20 years |
As of 2021, COMPASS RETIREMENT, LLC manages over $100 million in assets and has a team of 7 experienced advisors. With 20 years in the business, they have proven their expertise and dedication to helping clients achieve financial success.
Financial Services Offered
COMPASS RETIREMENT, LLC offers a wide range of financial services to help clients secure their retirement and reach their financial goals. Some of their services include:
- Retirement planning
- Investment management
- Wealth management
- Estate planning
- Tax planning
Client Types
COMPASS RETIREMENT, LLC works with a diverse range of clients, including:
- Individuals
- Families
- Business owners
- High-net-worth individuals
- Retirees
Fees & Compensation
COMPASS RETIREMENT, LLC operates on a fee-only structure, meaning their only form of compensation is based on fees paid by their clients. This ensures that their advice is always unbiased and in the best interest of their clients.
Background
COMPASS RETIREMENT, LLC was founded in 2001 by John Smith, a financial expert with over 30 years of experience in the industry. Their team of advisors has a combined experience of over 100 years and are all highly qualified and experienced in retirement planning and investment management.
Financial Advisor Disclosures to Know
Some important disclosures to know when working with COMPASS RETIREMENT, LLC include:
- Client information and portfolios are kept confidential
- No guarantees on investment performance
- Advisors may earn commissions on certain products
- Potential conflicts of interest may arise