Compass Wealth Management, LLC
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About this Advisor
Beau Davis is a certified financial planner who works out of Atlanta, Georgia, who has 15 years of work experience. Davis is on the advisory team at Compass Wealth Management, LLC. Throughout their career, they have worked at Triad Advisors Inc, Citigroup Global Markets Inc, Morgan Stanley Smith Barney, Compass Wealth Management LLC and Purshe Kaplan Sterling Investments. Davis holds a Series 63 license, designating them as a securities broker, and can work in Georgia. Compass Wealth Management, LLC is a registered investment firm that has its headquarters in Atlanta, Georgia. It controls $185 million in assets between its 876 customer accounts, placing it among the mid-sized firms in the country by assets under management. Of its 876 client accounts, just 8% belong to high-net-worth clients who have greater than $1 million in assets. The advisory firm performs a few services, including financial planning services and portfolio management for individuals and small businesses. A financial advisor's fee schedules largely vary depending on which services are provided. Fee types charged by Compass Wealth Management, LLC typically consist of asset-based fees.
Certifications and Registrations
Years of Experience
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Compass Wealth Management, LLC Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Beau Davis Work History
Beau has 15 years of experience.
Purshe Kaplan Sterling Investments
Triad Advisors Inc
Compass Wealth Management LLC
Morgan Stanley Smith Barney
Citigroup Global Markets Inc
Beau Davis has no disclosures.
Please visit their SEC profile for more details.