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

Automatic Investment Plan

Advisor Available for Phone Calls

Solution for Beginners of Young Investors / Do-it-yourselfers

Online Profile Risk / Goals

Exclusive Digital Platform

Managed Mutual Fund Portfolios

Online Easy Account Opening

Automatic Rebalancing Online

Online Investor Portal Ladenburg Thalmann Asset Management serves as Portfolio Manager

Discounted Fees

**Fees Determined by Compass Tiered Fee Schedule Plus $1,800

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

 

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

***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
*** 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.