Compass Rose Strategic Partners LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$102,983,896
Clients
150
Advisors
3
of 6 employees
About
Compass Rose Strategic Partners LLC provides financial planning, investment management, and advice on managed portfolio programs to individuals, trusts, pension and profit‑sharing plans, and corporations. The firm manages roughly $103 million in client assets, serves about 150 clients through a team of four investment adviser representatives, and generally maintains a $250,000 account minimum that may be waived.
The firm offers both discretionary and non‑discretionary portfolio management, and typically implements client strategies through a wrap‑fee program it sponsors or by recommending wrap programs offered by Charles Schwab; it also analyzes and monitors third‑party money managers on clients’ behalf. Compass Rose manages Health Savings Accounts on a non‑wrap basis through Schwab and discloses negotiated reduced transaction charges for certain HSA mutual‑fund trades.
Sponsoring its own wrap‑fee program and negotiating specific transaction pricing for HSA accounts are features the firm highlights in its ADV and are less common among peers, and the ADV documents how those arrangements create conflicts the firm addresses through disclosure and best‑execution reviews. The firm’s representatives also operate in affiliated brokerage and insurance capacities and the firm assists clients in selecting other investment advisers, indicating it works across retail and institutional relationships in ways that extend beyond a typical individual‑client focus.
Client services
Expertise
Fee options
Fixed fees for financial planning may be charged, typically including a 50% retainer of the estimated hourly fee.
$0 - $250,000: 2.00% $250,001 - $500,000: 1.75% $500,001 - $1,000,000: 1.50% $1,000,001 - $3,000,000: 1.10% $3,000,001+: 1.00%
Investment adviser representatives may earn commissions from separate broker-dealer activities and insurance sales, not received by Compass Rose.
Typically $400 per hour for financial planning services.
Account minimum: $250,000 Minimum fee: Financial planning fees may include a fixed fee of 50% of the total estimated hourly charge as a retainer prior to services. Financial planning hourly fee is typically $400 per hour. Fee-only: Hourly financial planning fees typically $400/hour; may also charge fixed fees negotiated per engagement.
Main office
426 Boston Post Road, Suite A
Waterford CT 06385
Advisors at this office
3
Most active in
Connecticut · Florida · New York · Texas
Also doing business as
Compass Rose Strategic Partners LLC · Fairlead Wealth Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Simone G
CFP®, Series 63, Series 65
Waterford, CT
Compass Rose Strategic Partners LLC
Simone Gladstone is a CFP® with 34 years of industry experience. She is affiliated with Compass Rose Strategic Partners LLC and has previously worked at Vanderbilt Financial Group, Triad Advisors, Morgan Stanley, and Citigroup Global Markets. In addition to her advisory role, she is involved in an insurance business offering products such as long-term care, term life, VUL life insurance, and fixed annuities. Compass Rose Strategic Partners LLC provides financial planning, investment management, and advice to individuals, trusts, pension and profit-sharing plans, and corporations. The firm manages approximately $103 million in client assets through a team of four advisors and offers both discretionary and non-discretionary portfolio management, often implementing strategies via its own wrap-fee program or third-party programs.
Travis G
CFP®, Series 66
Waterford, CT
Compass Rose Strategic Partners LLC
Travis Gladstone is a CFP® and holds a Series 66 license with one year of industry experience. He currently works at Compass Rose Strategic Partners LLC and has prior experience at Vanderbilt Securities, Thrivent Investment Management, and Shuttleworth Financial Group. Compass Rose Strategic Partners LLC provides financial planning, investment management, and advice to individuals, trusts, pension and profit-sharing plans, and corporations. The firm manages approximately $103 million in client assets and offers both discretionary and non-discretionary portfolio management, often utilizing wrap-fee programs and third-party money manager oversight.
Tyler L
Series 66
Waterford, CT
Compass Rose Strategic Partners LLC
Tyler Linforth is a Series 66-registered financial advisor with Compass Rose Strategic Partners LLC, bringing one year of industry experience. Prior to joining the firm, he served five years in the United States Navy and worked at Amentum. Compass Rose Strategic Partners LLC provides financial planning, investment management, and advice to individuals, trusts, pension and profit-sharing plans, and corporations. The firm manages approximately $103 million in client assets and offers both discretionary and non-discretionary portfolio management through proprietary and third-party wrap-fee programs.
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