Samuel Coquillard
Samuel Coquillard is a registered investment advisor at Composition Wealth, LLC, based in Los Angeles, CA, with 29 years of industry experience. Samuel 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 3,986 clients with $9.5B 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
11300 West Olympic Blvd, Suite 800, Los Angeles, CA, 90064
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Regulatory History (1)
Customer Dispute
December 2020Employment History
Current Registrations
Composition Wealth, LLC
Previous Registrations
Pacific Global Fund Distributors, INC.Broker
Pacific Global Investment Management CO
Chelsea Management Company
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Chase Securities INC.Broker
Schroder & CO. INC.Broker
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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