BLUE COMPASS WEALTH MANAGEMENT, LLC

Overview

Blue Compass Wealth Management, LLC is a small, independent registered investment adviser organized as an LLC and owned by an individual. The firm serves individual and family clients using a percentage-of-AUM fee model and describes itself as a capital allocator. Core advisory services include financial planning, portfolio management for individuals and small businesses, manager selection (selection of other advisers), and client education through seminars and workshops. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser or pension consultant. An accounting affiliation is noted among its industry relationships.

Assets & Accounts

Investments & Alternatives