Philip Hedrick
Philip Hedrick is a registered investment advisor at Osaic Advisory Services, LLC, based in Coeur D'alene, ID, with 36 years of industry experience. Philip is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Corporate Executives, and 7 more. Their firm serves 29,898 clients with $15B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Fees are negotiated between the advisor and the client. The maximum annual fee allowed is 2.50%. Fees can be billed as flat, linear, or tiered rates.
Fee Estimator
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.