A complete list of active advisors currently associated with Compass Ion Advisors, LLC
Warmer can help you find a great advisor at Compass Ion Advisors, LLC or one who fits your needs even better.
Compass Ion Advisors provides financial planning and portfolio management to individuals and families (including high-net-worth clients), retirement plan sponsors, trusts, and institutional clients such as colleges, schools, and charitable organizations. The firm offers integrated services that include ongoing financial planning, discretionary and non-discretionary investment management, retirement-plan consulting, and a structured notes buying program implemented with Keel Point Capital LLC and the broker-dealer Advisors Asset Management, Inc. The firm uses a team-driven, asset-allocation centered approach to construct diversified, long-term portfolios and may incorporate mutual funds, ETFs, third‑party managers, structured notes, options, and alternative investments into client accounts. Compass Ion supplements its Investment Committee with external research and monitoring from Aptus Capital Advisors, LLC and performs periodic portfolio reviews while disclosing recently added language about options and cryptocurrency risks. Compared with many multi-team advisers, Compass Ion’s advisory personnel hold additional industry roles: certain management members are registered representatives of Keel Point Capital LLC, some investment adviser representatives are licensed insurance agents, and others hold CPA credentials. These dual registrations and the firm’s structured-notes program represent potential conflicts of interest the firm discloses and manages through written policies, client disclosures, and custodial controls.
To learn more about the advisors currently working at Compass Ion Advisors, 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.
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