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
11300 West Olympic Blvd, Suite 800, Los Angeles, CA, 90064
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Customer Dispute
October 2012Other Business ActivitiesSells Insurance
Brian is a licensed insurance agent, dedicating about 10% of his time to insurance sales and implementation of insurance recommendations. He is also dually registered as an investment advisor representative with Composition Wealth, LLC and Vinoble Group, and serves as a Director/Trustee for The Soule Foundation, a charitable organization, dedicating minimal time to this role.