Compass Financial, LLC
Compass Financial, LLC (CRD# 152558) is a financial advisory firm headquartered in , . They manage $1,203,359 in 15 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management1MILLION
Total Number of Accounts15ACCOUNTS
Average Account Value$80,224
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
Jeffrey Smith (CRD# 4920956) is an Investment Advisor Representative working at Compass Financial, LLC in Escondido, CA and has over 12 years of experience in the finance industry.