Compton Capital Management Review


Trust Score 96%
Trust Score info_outline
Share

Compton Capital Management, federally registered in 1991, is a Registered Investment Advisor (RIA) in 5 state(s) with a licensed staff of 3 advisors. Compton Capital Management manages $498.6 million and provides investment advisory services for 255 clients (1:85 advisor/client ratio).

Compton Capital Management requires a $0 minimum investment and charges a blended rate 1.00% and below (negotiable) for ongoing portfolio management services, depending on the size of the portfolio.

Benefits


  • Firm uses a transparent fee-only model
  • Firm has been federally registered for 27 years
  • Communications sent to the firm’s website are secure and encrypted

Considerations


  • There is only one licensed advisor for every 85 clients (industry average 1:50)
  • Firm has less than $1B in assets under management
  • Firm serves fewer than 1,000 clients

View Full Report


Managed Investing


Feature Value
Estimated Fees (Annual) $0 on $100,000 portfolio
Annual Management Fee Notes None
Minimum Investment $0
Minimum Annual Fee $0
Average Account AUM $1,955,357
Hybrid Advisor No
Disciplinary History No
Total AUM $498.6 million
Advisor / Client Ratio 1:85
Headquarters Providence, RI
SEC Filings Forms and Brochures


Annual Fee Ranges Percent
$0 to $2,000,000 1.00%
$2,000,001+ Negotiable


Questions & Answers



Get answers about Compton Capital Management


Ask a question question_answer


Feedback