Atlanta, GA Peachtree Rd. Office

Compass Wealth Management primarily serves high-net-worth individuals and also advises small business clients, generally requiring a household minimum around $500,000 with discretionary waivers. The firm provides integrated financial planning together with discretionary portfolio management, typically implemented through mutual funds and exchange-traded funds.

Compass structures new relationships by developing a Financial Profile and an Investment Plan, then manages client portfolios on a discretionary basis using one of four asset-allocation models (growth, moderate, conservative, fixed) with periodic reviews. The firm evaluates funds and fixed income by factors such as past performance, fees, manager and ratings, and recommends Schwab Advisor Services for custody and institutional execution and support.

The brochure discloses that Compass conducts educational seminars and workshops—often partnering with attorneys and other professionals—and offers seminar participants a complimentary initial consultation, a practice that is uncommon among peers. Its marketing approach also includes the use of client testimonials, and the firm explicitly provides financial planning as a bundled service with asset management rather than as a standalone offering.