Peter Karp is a registered investment advisor at Composition Wealth, LLC, based in Sausalito, CA, with 32 years of industry experience. Peter 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
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.