Suzanne Taylor is a CFP-designated registered investment advisor at Composition Wealth, LLC, based in Los Angeles, CA, with 24 years of industry experience. Suzanne 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
11300 West Olympic Blvd, Suite 800, Los Angeles, CA, 90064
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Suzanne is a board member of the Rotary Club of San Francisco Evening, a charitable organization, since 2016. This activity requires minimal time.
Employment History
Current Registrations
Composition Wealth, LLC
Previous Registrations
Sharebuilder 401k
Capital One Investing, LLCBroker
Rfs PartnersBroker
Kelmoore Investment CO INC
Kelmoore Investment Company, INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
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.