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COMPANIES — Fees

While we pride ourselves on the expert advice and superior service that we offer companies, you will find our fees to be very competitive as well. Our fees are fully disclosed and are based on either the level of assets overseen or the time expended. As such, COMPASS Wealth Management, LLC is a fee-only firm.

INVESTMENT MANAGEMENT/CONSULTING

Our standard fee schedule for institutional portfolio management is as follows:

Fees for Institutional Portfolio Mgmt, COMPASS Wealth Management, Concord, MA

As depicted above, assets above certain thresholds are charged reduced fees. Clients are normally subject to a $2,500 minimum annual fee for our investment management services.

For our investment consulting services, the following fee schedule applies:

Fees Companies - Consulted Assets Chart

Clients are normally subject to a $5,000 minimum annual fee requirement for our investment consulting services.

The fees in the two schedules above are independent of, and in addition to, any fees and expenses charged by mutual fund companies, third-party investment management firms, or the independent custodian. A complete explanation of expenses charged by each mutual fund is contained in its prospectus.

RETIREMENT PLANS/PLAN SPONSOR SERVICES

The fee for our Fiduciary Advisory Service is fully disclosed and transparent. For our core service, the fee is asset based, beginning at 0.25% annually, with an overriding $5,000 minimum annual fee requirement. Alternatively, we may negotiate a different fee for our core services.

The following fee schedule applies to our core Fiduciary Advisory Service:

Fees for Plan Sponsor Services, COMPASS Wealth Management, Concord, MA

Participant Services

For additional services, such as educational seminars, enrollment meetings, and nondiscretionary investment advice for plan participants, the cost is negotiated based upon the requirements of the assignment, including the amount of travel and the number of employer sites and meetings.

We also provide discretionary wealth management services to plan participants who are interested in such services (please see INDIVIDUALS — Services).

Consulting Projects

If your need is for a one-time or special project, we are happy to provide our investment consulting services on an hourly or fixed fee basis depending on the assignment’s requirements. A minimum fee of $3,000 is imposed for consulting projects.

COMPASS' Services for Companies


Investment Management for:
Companies
Endowments
Non-Profits

Investment Consulting

Retirement Plans for:
Companies
Non-Profits

Plan Sponsor Services,
including:
Fiduciary Support
Employee Education


















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COMPASS Wealth Management, LLC
290 Baker Avenue
Suite N101
Concord, MA  01742.2193
978.254.7040
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