Composition Wealth provides investment advisory services, including wealth management, financial planning, and retirement plan advisory services, to individuals, high net worth individuals, trusts, estates, businesses, charitable organizations, insurance companies, third party broker-dealers and retirement plans. Composition Wealth works with clients to identify their investment goals, risk tolerance, and financial situation to create a portfolio strategy. They may refer clients to other specialists as needed.
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.