Philip Gallant
Philip Gallant is a registered investment advisor at Optimus Wealth Management Group, INC., based in Clifton Park, NY, with 14 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 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum annual investment advisory fee. The annual fee may be negotiable.
Fee Estimator
Location
1745 Route 9, Suite D, Clifton Park, NY, 12065
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Philip is a managing partner at The Optimus Group LLC, focusing on insurance sales full-time. He also works as an insurance agent at Vital Tax Solutions, Inc., dedicating about 10-15% of his time to tax planning and tax return services.
Employment History
Current Registrations
Optimus Wealth Management Group, INC.
Previous Registrations
Brookstone Capital Management LLC
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.