Compass Private Wealth Consulting, LLC
Compass Private Wealth Consulting, LLC (CRD# 147934) is a financial advisory firm headquartered in , . They manage $17,565,060 in 73 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management18MILLION
Total Number of Accounts73ACCOUNTS
Average Account Value$240,617
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Richard Miller (CRD# 3086878) is an Investment Advisor Representative working at Compass Private Wealth Consulting, LLC in Prior Lake, MN and has over 14 years of experience in the finance industry. Richard Miller has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.