Compass Wealth Management

No public record documents active allocation to private equity, venture capital, hedge funds, or direct real estate. The firm's disclosed strategy through regulatory filings centers on traditional liquid asset classes — equities, fixed income, and cash equivalents — implemented via separately managed accounts. Absent any track record in alternatives, allocators should assume a conventional long-only public-markets orientation typical of smaller RIAs, unless client-specific carve-outs exist that are not publicly visible.

The firm operates as a fee-only practice, drawing revenue entirely from client-paid advisory fees based on assets under management or fixed retainer arrangements. SEC registration prohibits commission-based revenue for firms holding this disclosure posture, meaning Compass earns nothing from product manufacturers, fund sponsors, or securities transactions. This compensation model removes the incentive to place specific products for trail commissions or 12b-1 fees.