A complete list of active advisors currently associated with Compass Capital Investments LLC
Warmer can help you find a great advisor at Compass Capital Investments LLC or one who fits your needs even better.
Compass Capital Investments advises individual and high‑net‑worth clients, providing discretionary and non‑discretionary portfolio management, written financial planning, and pension (including 401(k)) consulting. The firm generally charges percentage‑of‑AUM fees and delivers investment management through a firm‑operated wrap fee program. Its investment process emphasizes fundamental analysis and long‑term purchase strategies tailored to client objectives, with written plans and the ability for clients to impose investment restrictions. Asset management and ongoing planning are delivered through the wrap program, with periodic account reviews and quarterly supervisory oversight. What is notable about the firm compared with peers is that it sponsors a wrap fee program and has affiliations with a private fund and other outside business activities, arrangements that the brochure discloses and for which conflicts of interest are managed. The firm also conducts no‑cost public seminars and workshops and discloses that certain principals engage in insurance sales and loan‑origination businesses, with policies in place (disclosures, a code of ethics, and supervisory review) to address potential conflicts.
To learn more about the advisors currently working at Compass Capital Investments LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Fincastle, VA
| 8
| |
Fincastle, VA
| 5
| |
Fincastle, VA
| 6
|
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