Philip Hedrick
Philip Hedrick is a registered investment advisor at Osaic Advisory Services, LLC, based in Coeur D'alene, ID, with 35 years of industry experience. Philip operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 28,410 clients with $12B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Advisors offers investment management through several programs:
- Ally Account: Fees are negotiable, with a maximum annual fee of 2.50%. Transaction charges apply.
- Counsel Account: Fees are negotiable, with a maximum annual fee of 2.50%. This is a wrap account, so the fee covers both advice and transactions.
- Partner Program: Access to third-party managers with varying fees. Osaic either receives a portion of the fee or charges a separate consulting fee.
- Plan Participant Retirement Program: Maximum 3% annual fee, either fixed or tiered, based on assets in your retirement plan account.
Location
2051 N Main St, Suite 202, Coeur D'alene, ID, 83814
Get directionsHistory
Regulatory History (3)
Customer Dispute
July 2002Regulatory
September 1992Employment Separation After Allegations
September 1975Other Business Activities
Philip works full-time as a portfolio manager at NW Capital, monitoring client accounts daily. He also works full-time as an Investment Advisor Representative (IAR) at Arbor Point, focusing on portfolio management and daily monitoring of accounts.
Employment History
Current Registrations
Osaic Advisory Services, LLC
Osaic Wealth, INC.Broker
Previous Registrations
Arbor Point Advisors
Securities America, INC.Broker
Kms Financial Services, INC
Kms Financial Services, INC.Broker
Kms Financial Services, INC
Pacific West Financial Consultants INC
Pacific West Securities, INC.Broker
Northwest Capital Management, INC.
Dillon Securities, INC.Broker
E. F. Hutton & Company INCBroker
Paine, Webber, Jackson & Curtis INC.Broker
State Registrations4 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.