John Lindros
John Lindros is a registered investment advisor at Composition Wealth, LLC, based in Fort Mill, SC, 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
Fort Mill, SC
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Regulatory History (1)
Customer Dispute
November 2008Other Business ActivitiesSells Insurance
John engages in insurance sales at the same address as his advisory business. This non-investment related activity takes about 10% of his time.
Employment History
Current Registrations
Composition Wealth, LLC
Previous Registrations
Equity Services, INC.Broker
Park Avenue Securities LLCBroker
Guardian Investor Services CorporationBroker
Mony Securities CORP.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations2 states
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.