Philip Hammond
Philip Hammond is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Columbus, OH, with 38 years of industry experience. Philip operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
21 E. State Street, Suite 200, Columbus, OH, 43215
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Regulatory History (1)
Employment Separation After Allegations
January 1989Other Business ActivitiesSells Insurance
Philip is an Investment Advisor Representative (IAR) of TrendCalc Capital Management RIA, dedicating about a quarter of his time to this role. Philip also sells life insurance, but spends minimal time on this activity.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Trendcalc Dynamics
Previous Registrations
Securities America Advisors, INC.
Trendency Capital Management, LLC
Securities America, INC.Broker
Securities America Advisors, INC.
Brecek & Young Advisors, INC.
Brecek & Young Advisors, INC.Broker
Donahue Securities, INC.Broker
American Capital CorporationBroker
Vestax Securities CorporationBroker
MML Investors Services, INC.Broker
Shearson Lehman Hutton INC.Broker
E. F. Hutton & Company INCBroker
American Capital Equities, INC.Broker
Mutual Service CorporationBroker
State Registrations8 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.