Philip Fluegge
Philip Fluegge is a registered investment advisor at Spire Wealth Management, LLC, based in Mclean, VA, with 44 years of industry experience. Philip operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 9,489 clients with $4.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Spire Wealth Management's annual account management fees are based on a percentage of the value of your portfolio and generally range from 0.02% to 2.25%. The specific fee schedule is disclosed in your Investment Management Agreement. While Spire doesn't have a strict minimum account size, they generally prefer a minimum of $25,000 under management, though this may be negotiable. Fees are usually paid monthly.
Location
7901 Jones Branch Dr., Suite 810, Mclean, VA, 22102
Get directionsHistory
Regulatory History (2)
Regulatory
November 2017Employment Separation After Allegations
August 2016Other Business ActivitiesSells Insurance
Philip is an agent for GBU Life, offering fixed annuities through PNF Holdings LLC, where he is a 50% member. He also uses Knightsbridge Financial as a DBA for Spire Securities and Spire Wealth business.
Employment History
Current Registrations
Spire Securities, LLCBroker
Spire Wealth Management, LLC
Previous Registrations
Fsc Securities CorporationBroker
Fsc Securities Corporation
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Fahnestock Asset Management
Oppenheimer & CO. INC.Broker
First of Michigan CorporationBroker
Blinder, Robinson & Co.,inc.Broker
State Registrations16 states
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.