William Blanton
William Blanton is a registered investment advisor at Composition Wealth, LLC, based in Newport Beach, CA, with 26 years of industry experience. William 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
660 Newport Center Drive, #700, Newport Beach, CA, 92660
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Regulatory History (1)
Customer Dispute
August 2006Employment History
Current Registrations
Composition Wealth, LLC
Previous Registrations
Vintage West Capital Management
Washington Wealth Management
Morgan Stanley Smith Barney LLC
Morgan Stanley & CO. Incorporated
Merrill Lynch Pierce Fenner & Smith INC.
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.