securities will normally be used, managed by third parties or COMPASS Wealth Management, LLC. Please be assured that your assets are held by a unit of Fidelity Investments - COMPASS has no authority to withdraw money from your accounts without your written authorization.
As an investment advisor, COMPASS receives preferential, institutional treatment at Fidelity benefiting you with broader selection and lower pricing. We have the ability to select from over 4,000 mutual funds that may be purchased without incurring any transaction fee payable to Fidelity. This is roughly four times more than the number of no transaction fee funds from which you would be able to choose as a retail investor. For no-load funds that carry transaction fees, COMPASS has negotiated a significantly lower fee than is charged to Fidelity's retail customers. In addition, as part of our relationship with Fidelity, we have an electronic interface that allows us to view your latest account information and place trades electronically.
As a Wealth Management Solutions client, we encourage you to meet with us on at least an annual basis, though we find more frequently held meetings to be beneficial. However, the frequency of meetings depends entirely upon your preference. Depending on the purpose of a meeting, an investment summary report, retirement planning analysis, or other material may be prepared. As a client, you will also receive monthly investment statements from Fidelity Investments, as well as confirmations of transactions performed on your behalf.
If your needs dictate, COMPASS Wealth Management, LLC may also provide nondiscretionary investment advisory and/or financial planning services through a one-time consultation or on a project basis.
Let us put our expertise to work for your portfolio. 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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