Phillip Miles
Phillip Miles is a CFP-designated registered investment advisor at Pennsylvania Advisory Services, INC., based in Harrisburg, PA, with 27 years of industry experience. Phillip operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 93 clients with $7.8M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K+ | 1.00% |
Fee is negotiable depending on individual client circumstances. Account values of family members may be combined to determine the applicable advisory fee.
Fee Estimator
Location
Harrisburg, PA
Get directionsHistory
Regulatory History (2)
Regulatory
June 2005Regulatory
October 1998Other Business ActivitiesSells Insurance
Phillip is the owner/officer of Harrisburg Insurance Services and American Ins Mkt Ing, selling insurance products and fixed annuities since 1985. This takes about half of Phillip's time.
Employment History
Current Registrations
Pennsylvania Advisory Services, INC.
Previous Registrations
Intersecurities, INC.Broker
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
Chubb Securities CorporationBroker
State Registrations2 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.