Threshold Compass Strategies, Inc.

Overview

Threshold Compass Strategies, Inc. is a Wisconsin-registered corporation owned by an individual operator that provides financial planning and client education rather than broad institutional advisory services. The firm’s advisory activity centers on financial planning and running educational seminars and workshops. Its fee framework is non-asset-based, using hourly billing and fixed-fee arrangements. The firm indicates no focus on ESG investing and does not act as a pension consultant or as a capital allocator to external managers. It has an industry affiliation with an insurance company.

Investments & Alternatives

Location & Offices