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Robert Phipps

Per Stirling Capital Management, LLC
23 Years of Experience
Austin, TX
2 Disclosures
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Robert Phipps is a registered investment advisor at Per Stirling Capital Management, LLC, based in Austin, TX, with 23 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,101 clients with $1.6B in assets under management.

Per Stirling Capital Management, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
31 advisors
Number of Clients
1,101 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$1.6B

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.0M1.00%
$2.0M - $5.0M0.85%
$5.0M - $10.0M0.70%
$10.0M - $20.0M0.60%
$20M+0.50%

Fees are negotiable based on historical relationship, type of assets, anticipated future earning capacity, and account composition.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

4800 Bee Caves Road, Austin, TX, 78746

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
August 2004
Settled
Customer Dispute
May 2003
Settled
View Full SEC ReportHow to Read Disclosures
Other 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
November 2009 - Present · 16 yrs 11 mos
Previous Registrations
Choice Advisory Group, INC.
October 2009 - December 2010 · 1 yr 2 mos
Cach Capital Management, LLC
March 2007 - September 2009 · 2 yrs 6 mos
Choice Advisory Group, INC.
June 2005 - April 2007 · 1 yr 10 mos
Choice Investments, INC.
June 2005 - July 2006 · 1 yr 1 mo
Lucien Stirling & Gray Advisory Group INC
August 2003 - July 2005 · 1 yr 11 mos
State Registrations1 state
TX
Advisor

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Exams
No exam information available for this advisor.
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