CB

Craig Matthew Borkovec

9 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
June 2020 - Present · 5 yrs 7 mos
Previous Registrations
Dws Distributors, INC.Broker
February 2016 - December 2019 · 3 yrs 10 mos
Fidelity Brokerage Services LLCBroker
May 2015 - August 2015 · 3 mos
State Registrations2 states
CAIL
Advisor
Exams
No exam information available for this advisor.