Compound Family Offices, Llc
Sarasota, Florida
Compound Family Offices, LLC is a local investment advisory firm headquartered in Sarasota, FL. With a single office, they offer comprehensive financial services to clients seeking expert guidance in managing their wealth. Boasting a team of six highly skilled professionals, Compound Family Offices, LLC specializes in providing investment advisory services to their esteemed clientele. With an average of $62,920,000 in assets under management per investment advisor, Compound Family Offices, LLC demonstrates a solid track record in delivering sound financial solutions. Their compensation structure encompasses various methods, such ...
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Assets Under Mgmt

$314.62M

Investment Professionals

5

Locations

0

% 401K & Individual

7%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection of other advisers
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