Composition Wealth, LLC
Assets Under Management
$6.7B
Number of Clients
2,933
Number of Advisors
65
Average Client AUM
$2.3M
AUM per Advisor
$103.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Composition Wealth provides customized investment advisory services through a wrap fee program where securities transaction fees are included in the overall advisory fee. They offer services to individuals, high-net-worth individuals, trusts, estates, businesses, charitable organizations, and retirement plans.
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
Location
11300 West Olympic Blvd, Suite 800, Los Angeles, CA, 90064