Philip Gleason is a registered investment advisor at Altimeter Wealth LLC, based in Charlotte, NC, 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 High Net Worth, Investment Management. Their firm serves 75 clients with $7.3M 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 | 3.00% |
Fees are negotiable. Certain model portfolios utilized for client assets, or recommended by a representative of Altimeter may include a model portfolio for which a Altimeter Portfolio Manager receives separate compensation (100 basis points) for managing. Client assets that are allocated into such portfolio(s) may result in the client paying higher fees than the client otherwise would pay if the assets were allocated into portfolios or investments not created and managed by a Altimeter Portfolio Manager. The firm can utilize a third party to assist the firm with certain of its model portfolios. There is a fee of 37 basis points that is paid to such third party, which is assessed based upon the number of assets allocated to such model portfolios. As discussed above, client assets that are allocated into such portfolio(s) may result in the client paying higher fees than the client otherwise would pay if the assets were not allocated into such portfolios.
Fee Estimator
Location
Charlotte, NC
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Regulatory History (2)
Customer Dispute
February 2004Customer Dispute
September 2001Employment History
Current Registrations
Altimeter Wealth LLC
Previous Registrations
Red Oak Capital Management, INC.
Hayden Royal
Ic Advisory Services, INC.
The Investment Center, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
N.I.S. Financial Services, INC.Broker
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.