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Fee Schedule
Compass is not affiliated with any
fund or brokerage. We receive no commissions, loads, or other third-party
compensation. Our only income is customer fees, assuring that Compass
management and advice are not biased by any association with other
parties.
 The
Compass approach achieves results comparable to the most successful
investment funds using a fraction of the time other consultants and
brokers require. As a result, your total investment expenses--including
Compass fees, fund expenses and all trading costs--are below the average
for managed mutual funds, and brokerage accounts.
Advisory fees
 | Individual consultations: $250 per
hour |
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Comprehensive
plan preparation: $250 per hour, 2 hour minimum |
Investment Management
fees
Fees are calculated as a percentage
of the assets under management, with a minimum fee of $250 per quarter.
| Portfolio Size |
Fee |
| Over $1,000,000 |
1/8th of 1% per quarter |
| $750,000 to $1,000,000 |
.15 of 1% per quarter |
| $500,000 to $750,000 |
.175 of 1% per quarter |
| $250,000 to $500,000 |
1/5 of 1% per quarter |
| Below $250,000 |
1/4 of 1% per quarter |
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COMPASS
FINANCIAL SERVICES
