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- Custodian
- Altruist ยท Pershing
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-15-2009
- Office Locations
- 1
Office Locations
About Financial Compass LLC
Financial Compass is an independent, fee-only fiduciary RIA led by CFP Julie Ann McNulty, serving near/early retirees and retirement-focused couples (including many women) who want delegated portfolio management. It pairs goal-based financial planning with ongoing investment management focused on retirement income, risk control, and inflation, typically using ETFs and mutual funds. Engagements start with a flat-fee plan, then AUM-based fees billed quarterly in arrears.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
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Services
Owner & Executives
JULIE ANN MCNULTY
Advisor, President
- CRD
- #5627040
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $83,660,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $83,660,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $83,660,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,466,556,188 | 32.0% |
| Public Funds | $916,597,617 | 20.0% |
| Cash | $2,199,834,282 | 48.0% |
| Total | $4,582,988,087 | 100.0% |