Richard Phillips is a registered investment advisor at Meeder Public Funds, INC., based in Las Vegas, NV, with 21 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 447 clients with $64B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Meeder Public Funds charges fees based on a percentage of the assets they manage. The specific fee is negotiable and depends on factors like the types of investments, the size of the portfolio, and the client relationship. For some clients, they offer flat fee arrangements. Fees are typically calculated and billed monthly, but quarterly billing is available.
Location
10655 Park Run Drive, Suite 120, Las Vegas, NV, 89144
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Meeder Public Funds, INC.
Previous Registrations
Fhn Financial Main Street Advisors, LLC
State Registrations10 states
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