BM
ChFC

Blake W Mckibbin

17 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
65 advisors
Number of Clients
2,933 clients
Average Client Portfolio
$2.3M average
Assets Under Management
$6.7B

Fee Structure

Minimum Investment:$500K

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
Investment ManagementHigh Net Worth
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Advisor Information

Office location

11300 West Olympic Blvd, Suite 800, Los Angeles, CA, 90064

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Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Composition Wealth, LLC
December 2023 - Present · 2 yrs 1 mo
Previous Registrations
Parcion Private Wealth LLC
June 2023 - February 2024 · 8 mos
RBC Capital Markets, LLC Broker
September 2018 - June 2023 · 4 yrs 9 mos
RBC Capital Markets, LLC
September 2018 - June 2023 · 4 yrs 9 mos
Sherpa Investment Management
October 2017 - April 2018 · 6 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2014 - October 2017 · 3 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
August 2014 - October 2017 · 3 yrs 2 mos
Fbl Marketing Services, LLCBroker
April 2008 - July 2014 · 6 yrs 3 mos
State Registrations1 state
WA
Advisor
Exams
No exam information available for this advisor.
Blake W Mckibbin - Financial Advisor | AdvisorDiscover