Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Composition Wealth offers advisory services in a wrap fee structure, where transaction fees are included in the overall advisory fee. Wealth management and portfolio management fees range up to 1.50% annually, based on factors like service scope, asset level, and relationship complexity. Fees may be negotiable. A minimum relationship size of $500,000 is generally required, but may be waived.
Areas of Practice
Advisor Information
Office location
515 Executive Campus Drive, Suite 100, Westerville, OH, 43082
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Christopher has been a licensed insurance agent since 1994, but is not a practicing agent and does not offer insurance services to firm clients.