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

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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

**  Ask me for my Compass Tiered Fee Schedule

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*** Business Retirement Plan Services are Based on a Seperate Fee Schedule, and I act as a fiduciary in compliance with DOL Standards on the Plans I Serve.

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