Phillip Toews is a registered investment advisor at Toews Asset Management, based in New York, NY, with 38 years of industry experience. Phillip operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 129 clients with $1B 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 $100K | 2.30% |
| $100K - $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2M+ | 1.00% |
Schedule reflects IRMS program fee tiers. The i-Vest program charges a flat 0.50% by Toews plus an intermediary fee of 0.06% to 1.50%, totaling 0.56% to 2.00%.
Fee Estimator
Location
900 Broadway, Suite 801, New York, NY, 10003
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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 Activities
Phillip owns Zion Road LLC, a company that owns and leases a real estate building to Toews Corporation since 2015. He spends minimal time maintaining the property and paying bills.
Employment History
Current Registrations
Toews Asset Management
Previous Registrations
Northern Lights Distributors, LLCBroker
Foreside Fund Services, LLCBroker
Chubb Securities CorporationBroker
American Express Financial Advisors INC.Broker
State Registrations4 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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