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Compass Wealth Management Llc
Guilford, Connecticut
Compass Wealth Management LLC is a small investment advisory firm located in Guilford, CT, with a single office serving clients. With a team of four dedicated professionals, the firm specializes in providing comprehensive investment advisory services. On average, each investment advisor manages approximately $115,320,000 in assets under management, aligning with the industry average.
The compensation structure at Compass Wealth Management LLC includes various types such as a percentage of assets under management and fixed fees. Although 401K and individual accounts represent a minority of their assets under management, the firm p...see more
Assets Under Mgmt
$461.26M
Investment Professionals
4
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Fixed Fees
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
Reviews for Compass Wealth Management Llc
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