Compass Efficient Model Portfolios, LLC
Compass Efficient Model Portfolios, LLC (CRD# 125568) is a financial advisory firm headquartered in Brentwood, TN. They manage $1,523,316,612 in 389 accounts and serve the financial needs of clients across 29 states (or territories).
Current Firm Details
Compass Efficient Model Portfolios, LLC
By the Numbers
-
Total Assets Under Management1,523MILLION
-
Total Number of Accounts389ACCOUNTS
-
Average Account Value$3,915,981
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AL, AR, CA, CO, DE, FL, GA, IL, IN, KS, KY, LA, MI, MN, MO, MS, NC, NJ, NV, NY, OH, OK, OR, PA, SC, TN, TX, VA, WA
Financial Advisors at Compass Efficient Model Portfolios, LLC
No Advisor Found.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.