Joseph Schlater
Joseph Schlater is a registered investment advisor at Composition Wealth, LLC, based in Red Hook, NY, with 35 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 3,986 clients with $9.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees generally range up to 1.50% annually, depending on factors such as the scope and complexity of services, the level of assets, and the overall client relationship. Fees may be negotiable at the firm's discretion.
Fee Estimator
Location
Red Hook, NY
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2001Employment History
Current Registrations
Composition Wealth, LLC
Previous Registrations
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State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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