Investment Management
Financial Planning,
Annual Tax Prep
Basic Estate Planning Documents
First $500,000 1.25%
Next $500,000 .75%
Next $2,000,000 .50%
Next $2,000,000 .35%
Above $5,000,000 .25%
Financial Planning,
Annual Tax Prep
Basic Estate Planning Documents
First $500,000 1.25%
Next $500,000 .75%
Next $2,000,000 .50%
Next $2,000,000 .35%
Above $5,000,000 .25%
COMPASS clients pay no trading costs or brokerage fees. COMPASS features one fee, calculated and debited quarterly from your account(s). The fee includes
While there is no minimum account size, COMPASS does have a minimum annual fee of $2,500.
The fee schedule is as follows:
Accounts above $10,000,000 are negotiable.