Compass Ion Advisors, LLC

Compass Ion Advisors, LLC is a registered investment advisor based in Pennsylvania, established in 2008. The firm offers financial planning services, investment advisory services, and consulting services to various clients, including individuals, high net worth individuals, pension and profit-sharing plans, charitable organizations, and trusts. Compass Ion is a fiduciary under the Investment Advisers Act of 1940, acting in the best interests of clients. The firm's investment strategies include asset allocation, mutual fund and ETF analysis, structured notes, and third-party money manager analysis. Clients have the option to direct brokerage and may have their accounts reviewed periodically. Compass Ion charges fees based on hourly rates, fixed fees, and a percentage of assets under management, typically ranging from 0.50% to 1.35%. The firm does not charge performance-based fees or engage in side-by-side management. Clients may have minimum account requirements, typically starting at $500,000. Compass Ion does not have any disciplinary information to disclose and does not vote proxies on behalf of clients. The firm does not have custody over client assets beyond limited purposes and does not vote client securities. Clients receive quarterly statements from the custodian holding their assets. Overall, Compass Ion has no financial commitments impairing its ability to meet client obligations and has not been subject to bankruptcy proceedings. For more information, clients can contact Matthew D. Kane, President, Principal, and Chief Compliance Officer.