COMPASS was established for individuals like you - we assist you in formulating your financial goals and then creating an appropriate plan to help you achieve them. You will find our fees to be very competitive. Our fee schedule for Wealth Management Solutions begins at only 1.00% of your portfolio's assets annually, and as your assets increase, your rate decreases. Our fee is inclusive of all the services we provide you, unlike some other providers. We do not charge additional fees for the preparation of a retirement planning analysis, for example. The fee schedule is normally subject to a $2,500 minimum annual fee.

The Wealth Management Solutions fee is independent of, and in addition to, any fees and expenses charged by mutual fund companies, third party investment management firms, or Fidelity Investments. A complete explanation of expenses charged by each mutual fund is contained in its prospectus. COMPASS Wealth Management, LLC is always pleased to provide you with information regarding any fees and expenses charged by these companies.

Let us put our expertise to work for you. If you are interested in receiving information regarding our services or you would like to schedule a free consultation, please contact us today.

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