MG
CFA
MG
CFA

Matthew Granski

10 Years of Experience
Los Angeles, CA

Matthew Granski is a CFA-designated registered investment advisor at Composition Wealth, LLC, based in Los Angeles, CA, with 10 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 3,986 clients with $9.5B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
79 advisors
Number of Clients
3,986 clients
Average Client Portfolio
$2.4M average
Assets Under Management
$9.5B

Fee Structure

Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Fees generally range up to 1.50% annually, depending on factors such as the scope and complexity of services, the level of assets, and the overall client relationship. Fees may be negotiable at the firm's discretion.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...

Location

11300 West Olympic Blvd, Suite 800, Los Angeles, CA, 90064

Get directions

History

Regulatory History
Clean regulatory record

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.

Learn about disclosures →
Employment History
Current Registrations
Composition Wealth, LLC
November 2015 - Present · 10 yrs 11 mos
State Registrations1 state
CA
Advisor

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
No exam information available for this advisor.
More Advisors