Robert Phipps
Robert Phipps is a registered investment advisor at Per Stirling Capital Management, LLC, based in Austin, TX, with 22 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,022 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $20.0M | 0.60% |
| $20M+ | 0.50% |
Fees may be negotiable based on various criteria.
Fee Estimator
Location
4800 Bee Caves Road, Austin, TX, 78746
Get directionsHistory
Regulatory History (2)
Customer Dispute
August 2004Customer Dispute
May 2003Other Business Activities
Robert is a managing member of RJ Bee Caves LLC (since 2013), SS Overlook (since 2016), and Per Stirling Group LLC (since 2011), all related to commercial real estate or operational expenses, dedicating minimal time to each. He is also a managing member of Per Stirling Private Wealth (since 2023), spending about 10-20% of his time there.
Employment History
Current Registrations
Per Stirling Capital Management, LLC
Previous Registrations
Choice Advisory Group, INC.
Cach Capital Management, LLC
Choice Advisory Group, INC.
Choice Investments, INC.
Lucien Stirling & Gray Advisory Group INC
State Registrations1 state
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.