Philip Kavesh is a CFP, ChFC-designated registered investment advisor at LPL Financial LLC, based in Torrance, CA, with 39 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, Retirement Planning. Their firm serves 1,986,990 clients with $820B 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% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
990 W. 190th St Ste 500, Torrance, CA, 90502
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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 the sole owner of a law firm specializing in tax and estate planning, taking up most of his time. He also provides training materials to estate planning attorneys, CPAs, and insurance professionals, dedicating about 10-20% of his time, and refers insurance cases to other LPL representatives.
Employment History
Current Registrations
LPL Financial LLC
Previous Registrations
Pence Wealth Management, INC.
LPL Financial LLCBroker
Associated Planners Investment Advisory INC
Associated Securities CORP.Broker
Linsco/private Ledger CORP.
Linsco/private Ledger CORP.Broker
Sunamerica Securities, INC.Broker
Associated Planners Securities CorporationBroker
Royal Alliance Associates, INC.Broker
Integrated Resources Equity CorporationBroker
Consolidated Resources, INC.Broker
Irg Securities, INC.Broker
Portfolio Programming, INC.Broker
State Registrations2 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.
Exams
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