Peter Karp is a registered investment advisor at Composition Wealth, LLC, based in Sausalito, CA, with 33 years of industry experience. Peter 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
30 Liberty Ship Way, #308, Sausalito, CA, 94965
Get directionsHistory
Regulatory History (2)
Customer Dispute
May 1999Customer Dispute
August 1998Other Business Activities
Peter works as a loan agent for The Loan Story, dedicating a few hours per week. He also serves as a board member for Elder Givers, a non-profit, spending minimal time on this activity.
Employment History
Current Registrations
Composition Wealth, LLC
Previous Registrations
Infinity Financial ServicesBroker
Mutual Securities, INC.Broker
Financial Telesis INCBroker
Karp Capital Management Corporation
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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
More Advisors
- Suzanne Taylor, CFPComposition Wealth, LLC
- Daniel Tang, CFPComposition Wealth, LLC
- Zachary Blumenthal, CFPStrategic Advisers LLC
- Robert Oliver, CFA, CFPVerity Wealth Advisors, LLC
- Erin Niehaus, CFPSavvy
- Summer Jones, CFPCharles Schwab & CO., INC.