Philip Bongiorno
Philip Bongiorno is a ChFC-designated registered investment advisor at Iams Wealth Management, LLC, based in Stowe, VT, with 40 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, Insurance Planning, Investment Management, and 1 more. Their firm serves 1,633 clients with $400M 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 $500K | 1.85% |
| $500K - $1.0M | 1.70% |
| $1.0M - $2.0M | 1.55% |
| $2M+ | 1.55% |
Fees are negotiable. IAMS Wealth also charges an administrative and technology fee of $100 per account, per year, billed at $8.33 per month.
Fee Estimator
Location
Stowe, VT
Get directionsHistory
Regulatory History (1)
Regulatory
October 2014Other Business ActivitiesSells Insurance
Philip owns and manages rental property in Enfield, NH since 1979, dedicating minimal time to it. He also works as an insurance agent since 1976, offering accident/health, disability, fixed/indexed annuities, and life insurance products, taking nearly full-time hours. Additionally, Philip is the owner and president of Policy Inspector Inc., an online search for lost insurance and annuity policies, spending a few hours per week.
Employment History
Current Registrations
Iams Wealth Management, LLC
Previous Registrations
Regal Investment Advisors LLC
Lincoln Financial Securities Corporation
Lincoln Financial Securities CorporationBroker
New England Securities Corporation
New England SecuritiesBroker
Esi Financial Advisors
Equity Services, INC.Broker
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
State Registrations1 state
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.