John Caffrey
John Caffrey is a CFP-designated registered investment advisor at Composition Wealth, LLC, based in Los Angeles, CA, with 34 years of industry experience. John 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
11300 West Olympic Blvd, Suite 800, Los Angeles, CA, 90064
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
John is a member of 145 Marcus Realty, LLC and 201-205 South Ocean Realty LLC, involved in real estate management. He is also a board member of AMAC Foundation, Inc and owns Castle Asset Management, LLC, where he earns insurance commissions, and spends about 10% of his time on insurance sales.
Employment History
Current Registrations
Composition Wealth, LLC
Previous Registrations
Rosemark Advisors, INC.
Castle Asset Management, LLC
Purshe Kaplan Sterling InvestmentsBroker
Great American Advisors, INC.Broker
Pmg Securities CorporationBroker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations1 state
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