Compass Rose Private Investment Management

Wealth Management Firm in Rockingham County, NH

Firm Info
Address: 110 Chapel St, Portsmouth, NH 03801, USA
Phone: (603) 319-8211

Firm Size
Assets Under Management: $130.8 million
# of Advisors: 2
# of Clients: 552
Client to Advisor Ratio: 276:1
Average Account Size: $237,043
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Selection of Others Advisors

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Charitable Organizations
  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Fixed Fees (Other than subscription)

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Compass Rose Private Investment Management Overview

Compass Rose Private Investment Management is a fee-only registered investment advisory firm that has been in business since 2020. Headquartered in Portsmouth, NH, the firm offers investment advice only, providing financial planning, portfolio management for individuals and small businesses, and selection of other advisors. With a focus on providing comprehensive investment strategies that cater to the unique needs of each client, Compass Rose Private Investment Management is committed to helping its clients achieve their financial goals. As a fee-only firm, Compass Rose Private Investment Management is committed to providing transparent and unbiased advice to its clients. This means that the firm is compensated solely by the fees paid by its clients, rather than receiving commissions or other types of compensation that could create conflicts of interest. By prioritizing the best interests of its clients, Compass Rose Private Investment Management can provide recommendations that are aligned with each client's financial goals and objectives. Whether clients are seeking help with financial planning, portfolio management, or selecting other advisors, Compass Rose Private Investment Management is equipped to provide in-depth, personalized advice that is tailored to each client's unique needs. With a team of experienced professionals who are dedicated to providing exceptional service, the firm is committed to building lasting client relationships that are based on trust, transparency, and mutual respect.

Compass Rose Private Investment Management caters to a diverse clientele, serving individuals and high net worth individuals, as well as charitable organizations and a range of other corporation types not listed. The firm offers a comprehensive suite of services that caters to the specific needs and goals of each client, providing tailored investment solutions that drive exceptional returns. Its client base draws from all corners of the economy, from entrepreneurs and business owners to executives and high net-worth families. Regarding fee structures, Compass Rose Private Investment Management offers its clients a flexible range of pricing models. Depending on the nature of the service provided, the firm offers both percentage-based fees and fixed fees. For clients who opt for active portfolio management, the firm charges a percentage-based fee that corresponds to the assets under management (AUM). This affords clients full transparency, allowing them to align their investments with their specific goals. Fixed fees, on the other hand, may be offered for services such as comprehensive financial planning or portfolio analysis. These structures provide the firm’s clients with a degree of flexibility that is virtually unmatched in the industry, affording them the opportunity to choose the pricing model that best suits their specific needs and investment goals.

Typical Clients, Fee Structures & Investment Minimum

According to the Part 2 Brochure of Compass Rose Private Investment Management, there is an account minimum of $1,000. However, the firm also mentions that this minimum may be waived in their discretion. Therefore, it is possible that the investment minimum could be lower or potentially nonexistent if the firm decides to waive it for certain clients.

How This Office Can Help Rockingham County, NH Residents

Compass Rose Private Investment Management assists clients in Rockingham County, NH by providing personalized financial planning and investment management services. They understand that individuals living in Rockingham County may face unique financial situations, such as high living expenses, rising healthcare costs, and fluctuations in the local real estate market. Their team of financial professionals works closely with clients to develop customized investment strategies that align with their financial goals and risk tolerance. They take a holistic approach to wealth management, considering factors such as tax planning, retirement planning, and estate planning to ensure their clients have a comprehensive financial plan in place. Compass Rose Private Investment Management also stays up-to-date on local economic trends and works to mitigate any potential risks to their clients’ portfolios. They are committed to providing exceptional client service and building long-term relationships with their clients in Rockingham County, NH, and beyond.

To view the Minimum Investment and Fee Schedule for Compass Rose Private Investment Management, visit their Part 2 Brochure.

Services Offered by Compass Rose Private Investment Management

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Compass Rose Private Investment Management most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Fixed Fees (Other than subscription)
Unavailable
Hourly
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 110 Chapel St, Portsmouth, NH 03801, USA
Phone (603) 319-8211
Directions
Google My Business Reviews:
5 Stars

Other Office Locations

Firm Headquarters
Firm headquarters location 110 CHAPEL ST., PORTSMOUTH, NH 3801, United States

This firm has no other locations.

State Registrations

Compass Rose Private Investment Management is registered to service clients in the following states:

  • California
  • Maine
  • Massachusetts
  • New Hampshire

Disciplinary History

Compass Rose Private Investment Management does not have any disclosures. Please visit it's Form ADV for more details.