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How does the advisor help clients – Key Takeaways:
KOMPASS FINANCIAL ADVISORS, INC. is a trusted financial firm that offers a variety of services to help clients achieve their financial goals. Their team of experienced advisors utilize their expertise to provide personalized financial advice to each client. They strive to help clients make informed decisions about their finances and create a plan tailored to their individual needs.
Facts and Insights
KOMPASS FINANCIAL ADVISORS, INC. has been in business for over 20 years, providing financial advice and guidance to individuals and businesses. They have a team of highly qualified advisors with a combined experience of over 50 years in the financial industry. Their focus on ethical and transparent practices has earned them a strong reputation among clients and industry peers.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | $500 million |
|---|---|
| Number of Advisors | 10 |
| Time in Business | 20+ years |
Financial Services Offered
KOMPASS FINANCIAL ADVISORS, INC. offers a wide range of financial services to meet the diverse needs of their clients. Some of their offerings include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
Client Types
The team at KOMPASS FINANCIAL ADVISORS, INC. works with a diverse group of clients, including:
- Individuals and families
- Small business owners
- Corporations
- Non-profit organizations
Fees & Compensation
KOMPASS FINANCIAL ADVISORS, INC. operates on a fee-based compensation structure. This means that their fees are based on a percentage of the client’s assets under management, rather than transaction or commission-based. This aligns the advisor’s interests with their clients, as they only succeed when their clients succeed.
Background
The founding partners of KOMPASS FINANCIAL ADVISORS, INC. have a strong background in finance and have held prestigious positions in the industry. They bring a wealth of knowledge and experience to the table, ensuring that clients receive the highest level of financial advice and guidance.
Financial Advisor Disclosures to Know
As a Registered Investment Advisor (RIA), KOMPASS FINANCIAL ADVISORS, INC. is held to a fiduciary standard, meaning they are legally obligated to act in the best interest of their clients. This provides peace of mind for clients, knowing that their advisor has their best interests at heart.
Additionally, the firm has no history of disciplinary actions or regulatory sanctions. They pride themselves on their ethical and transparent practices, providing clients with a trustworthy and reliable partner in their financial journey.