Brian Phillips
Brian Phillips is a registered investment advisor at Phillips Ray Capital Management, INC., based in Fort Worth, TX, with 28 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning. Their firm serves 98 clients with $59M 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 $250K | 1.60% |
| $250K - $500K | 1.20% |
| $500K - $1.0M | 0.90% |
| $1.0M - $1.5M | 0.70% |
| $1.5M+ | 0.60% |
The management fee is a blended tier. Minimum account size and fee schedule may be negotiable under certain circumstances. For the Income strategy, the fee is 0.50% of assets under management.
Fee Estimator
Location
2727 W 7th Street, Suite 220, Fort Worth, TX, 76107
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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 →Employment History
Current Registrations
Phillips Ray Capital Management, INC.
Previous Registrations
Phillips Ray Capital Management, INC.
State Registrations1 state
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