CHOOSE WHAT'S RIGHT FOR YOU USING OUR
FINANCIAL FEE MATRIX
ROBO ADVISOR
COMPASS INVESTMENT MANAGEMENT
COMPASS FINANCIAL
PLANNING
COMPASS WEALTH
MANAGEMENT
Minimum $500
Low Discounted Fees
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Automatic Investment Plan
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Advisor Available for Phone Calls
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Solution for Beginners of Young Investors / Do-it-yourselfers
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Online Profile Risk / Goals
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Exclusive Digital Platform
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Managed Mutual Fund Portfolios
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Online Easy Account Opening
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Automatic Rebalancing Online
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Online Investor Portal Ladenburg Thalmann Asset Management serves as Portfolio Manager
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Discounted Fees
**Fees Determined by Compass Tiered Fee Schedule Plus $1,800
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Automatic Investment Plan
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Advisor Available for Phone Calls
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Solution for More Experienced Investors Wanting Advice
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Your Own Compass Personal Website
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Your Own Document Storage Vault
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Professional Advisor Personal Advice
Investment Policy Statement
Money Manager Selection
Account Aggregation Services
Custom Investment Solutions
Detail Performance Reporting
Assist with IRA/ Plan Rollovers
Review Meetings (as often as needed)
Tax/Cost Basis Reporting
Client Communications & Events
Review & Define Goals/Objectives
Risk Tolerance Analysis with Score
Navigation Compass Access
Custom Asset Allocation
Back Office Assistance
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Portfolio Rebalancing
​
Online Account Access
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Independent Platform of Best of Class Money Managers
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Compass Tiered Fee Schedule
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Retirement Need Analysis
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Retirement Distribution Strategies
Estate Planning
Tax Planning
Risk & Protection Planning
Social Security / Healthcare Planning
Life Event Planning
Debt Elimination Strategies
Divorce Planning
Education Funding Strategies
Total Financial Position Analysis
Net Worth Analysis
Cash Flow Analysis
Collaboration w/ other Professionals
Wealth Conservation
Gifting / Legacy Planning
Trust Integration
Charitable Giving Tax Strategies
Family Generational Planning
Comprehensive Insurance Review
Executive Compensation Including Stock Options & Concentrated Positions
Business Succession
Planning
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***Business Retirement Plans
**Fees Determined by Compass Tiered Fee Schedule Plus $900
​
Automatic Investment Plan
​
Advisor Available for Phone Calls
​
Solution for More Experienced Investors Wanting Advice
​
Your Own Compass Personal Website
​
Your Own Document Storage Vault
​
Professional Advisor Personal Advice
Investment Policy Statement
Money Manager Selection
Account Aggregation Services
Custom Investment Solutions
Detail Performance Reporting
Assist with IRA/ Plan Rollovers
Review Meetings (as often as needed)
Tax/Cost Basis Reporting
Client Communications & Events
Review & Define Goals/Objectives
Risk Tolerance Analysis with Score
Navigation Compass Access
Custom Asset Allocation
Back Office Assistance
​
Portfolio Rebalancing
​
Online Account Access
​
Independent Platform of Best of Class Money Managers
​
Compass Tiered Fee Schedule
​
Retirement Need Analysis
​
Retirement Distribution Strategies
Estate Planning
Tax Planning
Risk & Protection Planning
Social Security / Healthcare Planning
Life Event Planning
Debt Elimination Strategies
Divorce Planning
Education Funding Strategies
Total Financial Position Analysis
Net Worth Analysis
Cash Flow Analysis
Collaboration w/ other Professionals
**Fees Determined by Compass Tiered Fee Schedule
​
Automatic Investment Plan
​
Advisor Available for Phone Calls
​
Solution for More Experienced Investors Wanting Advice
​
Your Own Compass Personal Website
​
Your Own Document Storage Vault
​
Professional Advisor Personal Advice
Investment Policy Statement
Money Manager Selection
Account Aggregation Services
Custom Investment Solutions
Detail Performance Reporting
Assist with IRA/ Plan Rollovers
Review Meetings (as often as needed)
Tax/Cost Basis Reporting
Client Communications & Events
Review & Define Goals/Objectives
Risk Tolerance Analysis with Score
Navigation Compass Access
Custom Asset Allocation
Back Office Assistance
​
Portfolio Rebalancing
​
Online Account Access
​
Independent Platform of Best of Class Money Managers
​
Compass Tiered Fee Schedule