.
H2: How does the advisor help clients – Key Takeaways:
– Compass Wealth Management LLC offers a wide range of financial services to help clients achieve their financial goals.
– The firm takes a personalized approach to understanding each client’s unique needs and creating customized solutions.
– Compass Wealth Management LLC is dedicated to providing exceptional service and building long-term relationships with their clients.
H2: Facts and Insights
Compass Wealth Management LLC is a registered investment advisor founded in 2005. The firm is headquartered in New York City and has offices across the country to serve clients nationwide. As of 2021, the firm manages over $3 billion in assets under management and has a team of over 50 experienced financial advisors.
H2: Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management: | $3 billion |
|---|---|
| Number of Advisors: | 50+ |
| Time in Business: | Founded in 2005 |
H2: Financial Services Offered
Compass Wealth Management LLC offers a wide range of financial services to meet the diverse needs of their clients. These services include investment management, retirement planning, estate planning, tax planning, and insurance solutions. The firm also offers specialized services for business owners, executives, and high net worth individuals.
H2: Client Types
Compass Wealth Management LLC serves a diverse client base, including individuals, families, institutions, and businesses of all sizes. The firm’s team of advisors has expertise in working with clients from various industries, including finance, technology, healthcare, and more.
H2: Fees & Compensation
Compass Wealth Management LLC operates on a fee-only basis, meaning they are compensated solely by client fees and do not receive commissions from any third parties. This ensures that the firm’s advisors are always acting in the best interests of their clients and are not influenced by outside incentives. The firm’s fees are based on a percentage of the assets under management and are outlined in a transparent and easy-to-understand fee schedule.
H2: Background
Compass Wealth Management LLC was founded by a team of experienced financial advisors with a shared vision of providing exceptional client service and unbiased advice. With a focus on building long-term relationships, the firm has established itself as a trusted partner for clients seeking expert guidance in managing their wealth.
H2: Financial Advisor Disclosures to Know
As a registered investment advisor, Compass Wealth Management LLC is held to high ethical standards and is required to disclose any potential conflicts of interest or past disciplinary actions. The firm maintains a clean record and is committed to upholding the highest level of integrity in all their interactions with clients.
In conclusion, Compass Wealth Management LLC offers a broad range of financial services backed by a team of experienced and dedicated financial advisors. With a strong commitment to personalized service and a transparent fee structure, the firm is well-equipped to help clients achieve their financial goals and build a secure future.