Philip Hotz is a registered investment advisor at Fl Group, INC., based in Palm Coast, FL, with 4 years of industry experience. Philip operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
FL Group refers clients to Gradient Investments, LLC, a third-party manager. The fees are based on a percentage of the assets managed by Gradient Investments. FL Group receives a portion of the fee, and Gradient Investments receives the other portion. The total fee ranges from 1.00% to 2.00% depending on the portfolio type. There is also a $15 quarterly service fee. These fees are negotiable.
Location
Palm Coast, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business ActivitiesSells Insurance
Philip is the owner and investment advisor representative at FL Group, Inc., providing advisory, insurance, and notary services, dedicating nearly full-time hours to this. He is also the president and a driver for CF Group, Inc., a trucking company, and an advisor/agent for USFEDS, working with federal employee retirement plans, each taking minimal time. Philip will also be dually registered as an investment advisor representative with Gradient Advisors while transferring clients to FL Group, Inc.
Employment History
Current Registrations
Fl Group, INC.
Previous Registrations
Gradient Advisors, LLC
Stuart Investment Advisory CORP.
State Registrations1 state
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