Timothy Phillips
Timothy Phillips is a registered investment advisor at Phillips and Company Advisors LLC, based in Portland, OR, with 40 years of industry experience. Timothy 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 1,525 clients with $2.3B 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 $2.0M | 1.95% |
| $2.0M - $3.0M | 1.40% |
| $3.0M - $5.0M | 1.25% |
| $5M+ | 1.05% |
Fees are negotiable. Some accounts will be charged 10% of the growth in the account balance.
Fee Estimator
Location
521 SW 11th Avenue, Suite 200, Portland, OR, 97205
Get directionsHistory
Regulatory History (1)
Regulatory
August 1997Other Business Activities
Timothy is a member of Riverlab LLC, which provides administrative services to family offices. He dedicates about 10-20% of his time to this, including a few hours per week during trading hours, leading consulting projects.
Employment History
Current Registrations
Phillips and Company Advisors LLC
Previous Registrations
Phillips & Company
Willamette Securities, INC.Broker
Phillips & CompanyBroker
Sentra Securities CorporationBroker
Great Western Financial Securities CorporationBroker
Baraban Securities, INC.Broker
State Registrations10 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.