Nathaniel Angelo is a registered investment advisor at Composition Wealth, LLC, based in Los Angeles, CA, with 22 years of industry experience. Nathaniel 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.
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Nathaniel is a capital contributor and member of Northshore Capital Investment LLC, a real estate investment firm, since June 2024. He dedicates minimal time to this activity, focusing on ownership and seeking additional capital investors.
Employment History
Current Registrations
Composition Wealth, LLC
Previous Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Columbia River Advisors
Financial Advocates Investment Management
LPL Financial LLCBroker
Concert Wealth Management
Russell Investments
Russell Investment Group
Russell Financial Services, INC., Part of Russell InvestmentsBroker
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.