Comperio Retirement Consulting, Inc.

Overview

Comperio Retirement Consulting, Inc. is a corporate, SEC‑registered advisory firm that operates primarily as an institutional pension consultant and capital allocator. Founded as an SEC-registered adviser in 2006 and owned by an individual, the firm provides financial planning, pension consulting and the selection of other advisers. Its fee arrangements include percentage of AUM, hourly charges and fixed fees, and the business appears to be implemented on a non‑discretionary consulting basis rather than as discretionary portfolio management. The firm does not identify as an active ESG investor. Comperio was named one of the "Top RIA Firms to Watch" by investor.com in 2020.

Assets & Accounts

Public Holdings

Investments & Alternatives