ComposedPro Wealth offers investment management and financial planning services. Their services include financial planning, investment portfolio management, and advice on employer-sponsored retirement accounts. They focus on minimizing fees and taxes to maximize long-term growth. They offer various investment portfolios designed to address different goals, time horizons, and risk profiles. ComposedPro also provides access to alternative investments for accredited investors.
Assets Under Management$30M
Clients51
Advisors1
Avg. per Client$580K
Avg. per Advisor$30M
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Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | Included |
| $500K - $2.0M | 0.80% |
| $2M+ | 0.70% |
Fees are negotiable. Clients with less than $500,000 in assets under management pay a $6,000 fixed subscription fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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