Compass Financial Services
West Des Moines, Iowa
Compass Financial Services, headquartered in West Des Moines, IA, is a trusted local investment advisory firm. With one office, the company boasts a dedicated team of 12 employees, 7 of whom specialize in providing exceptional investment advisory services. Drawing upon their extensive expertise, the firm manages an impressive average of $36,360,000 in assets under management per investment advisor. One of Compass Financial Services' key strengths lies in their diversified compensation structure, which includes various methods such as a percentage of assets under management and hourly charges. Notably, approximately half of the as...
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Assets Under Mgmt

$254.49M

Investment Professionals

7

Locations

0

% 401K & Individual

45%

% 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
Other Business Activities
Registered representative of a broker-dealer
Insurance broker or agent
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