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