Jeffrey Phillips
Jeffrey Phillips is a registered investment advisor at Blueprint Financial Advisors, based in Greensboro, NC, with 40 years of industry experience. Jeffrey is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Divorce Planning, Education Planning, Estate Planning, and 6 more. Their firm serves 2,330 clients with $1.4B 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 $1.0M | 1.75% |
| $1.0M - $2.0M | 1.50% |
| $2M+ | 1.25% |
All fees are negotiable. Assets are combined at the household level for determining the fee. Accounts under $1,000,000 may be subject to a quarterly minimum fee of $100.
Fee Estimator
Location
1301 W Wendover #C, Greensboro, NC, 27408
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
Jeffrey sells life insurance and fixed annuities through Financial Independence Group (FIG) and SouthCap Brokerage Group LLC, dedicating a few hours per week to each. He also serves as an investment advisor with Securities America Advisors, spending about a quarter of his time on this role, and is a board member for two charter schools.
Employment History
Current Registrations
Maplewood Investments, INC.Broker
Blueprint Financial Advisors
Previous Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Securities America Advisors, INC.
Securities America, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
Wachovia Securities Financial Network, LLC
Wachovia Securities Financial Network, LLCBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Pruco Securities CorporationBroker
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.
Exams
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