Knoxville, TN Office
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Compass Financial Management LLC
Multi-team
Firm-wide stats for Compass Financial Management LLC
About
Compass Financial Management LLC serves individual and high-net-worth clients as well as pension and profit-sharing plans, offering discretionary investment management and retirement-plan consulting alongside non-investment consulting and participant education. The firm manages roughly $894 million across a multi-advisor team and provides ongoing account monitoring and review for client portfolios.
Compass generally allocates assets among individual equities, fixed income, mutual funds and ETFs and employs charting, fundamental, technical and cyclical analysis to implement both long- and short-term strategies. It uses third-party managers when appropriate and also offers a set of internally managed model portfolios (CFM strategies) as part of its investment lineup.
Noteworthy features disclosed in the brochure include that many Compass advisors are licensed to sell insurance products and may receive commissions for those sales, and that the firm distributes its internally managed strategies through the same corporate entity, with separate portfolio-manager fees in addition to the adviser’s management fee—each recognized as a potential conflict of interest. Compass also primarily bills on a percentage-of-assets or hourly basis rather than offering fixed-fee arrangements.
Based on Compass Financial Management LLC
Expertise
Based on Compass Financial Management LLC
Location
116 Lynwood Drive
Knoxville TN 37918
Advisors at this office
2
Advisors at this office
Cooper C
Series 65
Knoxville, TN
Compass Financial Management LLC
Cooper Carrier is a financial advisor with Compass Financial Management LLC in Knoxville, TN. He holds a Series 65 designation and has three years of industry experience. Prior to joining Compass, he worked at Carrier CPA + FIS and held positions at Roane State Community College and Haffs High School. Compass Financial Management LLC serves individual and high-net-worth clients as well as pension and profit-sharing plans, providing discretionary investment management, retirement-plan consulting, and participant education. The firm manages approximately $894 million across a multi-advisor team and employs a range of investment strategies including equities, fixed income, mutual funds, ETFs, and internally managed model portfolios.
Matthew C
Series 63, Series 65
Knoxville, TN
Compass Financial Management LLC
Matthew Carrier is a financial advisor with Compass Financial Management LLC in Knoxville, TN, holding Series 63 and Series 65 licenses and 16 years of industry experience. His career includes roles at Brookstone Wealth Advisors and Avantax, as well as operating Carrier Financial & Insurance Services and Carrier CPA Firm, where he also prepares tax returns and sells insurance and annuity products through Vertical Vision Management. Compass Financial Management LLC serves individual and high-net-worth clients, along with pension and profit-sharing plans, providing discretionary investment management, retirement-plan consulting, and participant education. The firm employs a multi-advisor approach, managing approximately $894 million with a range of strategies including individual equities, fixed income, mutual funds, ETFs, and both internal and third-party managed portfolios.
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