Daniel Tang is a CFP-designated registered investment advisor at Composition Wealth, LLC, based in Sausalito, CA, with 3 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,933 clients with $6.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Composition Wealth's wealth management and portfolio management fees are based on the value of your portfolio and can range up to 1.50% annually. The fee depends on the complexity of the services, the amount of assets managed, and the overall relationship. Fees may be negotiable. Composition Wealth may also charge a fixed dollar fee for these services, which may exceed the asset-based fee.
Location
30 Liberty Ship Way, #308, Sausalito, CA, 94965
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Composition Wealth, LLC
Previous Registrations
Karp Capital Management Corporation
State Registrations1 state
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