Compass Financial Group, Inc.

Compass Financial Group, Inc. is a Registered Investment Adviser offering portfolio management, financial planning, and family office services to various clients, including individuals, pension plans, trusts, estates, and corporations. The firm provides discretionary portfolio management tailored to client needs, including investments in equities, fixed income, mutual funds, and more. Financial planning services cover areas such as investment, retirement, estate, tax planning, and risk management. Family office services include overseeing investment accounts, financial issues, and planning for future needs. CFG charges fees based on a tiered schedule for portfolio management services and financial planning, with additional hourly fees for specific consulting services. The firm does not engage in performance-based fees or side-by-side management. Clients typically require a minimum of $1,000,000 to open an advisory account, with fees determined based on assets under management. CFG exercises investment discretion but allows clients to impose restrictions. The firm does not vote proxies on behalf of clients and maintains strict privacy policies to protect client information. In the event of a trade error, CFG aims to rectify the situation promptly. Class action lawsuits and participation in settlements are not within the firm's scope of services.