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The fee is billed in advance or in arrears and is negotiable.","source":"FORM ADV PART 2A, filed 22 September 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Composition Wealth use?","answer":"Composition Wealth’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $5.31B and Fidelity Brokerage Services LLC (Smithfield, RI), with $3.8B. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 22 September 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Composition Wealth have?","answer":"Composition Wealth has 63 investment adviser representatives registered with state securities authorities, out of 128 employees, and 63 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 19 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Composition Wealth invest in?","answer":"At the end of its last fiscal year, Composition Wealth’s separately managed accounts held 81% exchange-traded equities, 5% U.S. government and agency bonds, 4% state and local bonds, 4% investment grade corporate bonds, 4% cash and equivalents and 2% registered funds (mutual funds, ETFs, BDCs).","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Composition Wealth?","answer":"Composition Wealth is owned through a chain of holding companies by Corsair VI Capital Partners Investors, LLC, Karp Family Trust U/A 6/27/2006 and Miracle Miler LLC. 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