Jennifer Mccall is a CFP-designated registered investment advisor at Composition Wealth, LLC, based in Seattle, WA, with 18 years of industry experience. Jennifer 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
1420 5th Avenue, Floor 18, Seattle, WA, 98101
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Composition Wealth, LLC
Previous Registrations
Mutual of America Securities LLCBroker
Mutual of America Life Insurance CompanyBroker
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Edward Jones
Edward JonesBroker
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.