Joseph Schlater
Joseph Schlater is a registered investment advisor at Composition Wealth, LLC, based in Red Hook, NY, with 34 years of industry experience. Joseph 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
Red Hook, NY
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Regulatory History (1)
Customer Dispute
April 2001Employment History
Current Registrations
Composition Wealth, LLC
Previous Registrations
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State Registrations1 state
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