Composure Wealth Management offers investment management and financial planning services. Investment management is provided on a discretionary basis, using stocks, bonds, ETFs, and other securities. Financial planning covers areas like cash flow, investments, retirement, estate, taxes, and insurance. Composure Wealth Management also provides retirement plan consulting to employer plan sponsors.
Assets Under Management$73M
Clients42
Advisors2
Avg. per Client$1.7M
Avg. per Advisor$37M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.00% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $7.5M | 0.70% |
| $7.5M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Clients using sub-advisory services may pay up to 2.00% total. Legacy clients may be charged a reduced fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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