Philip Reynolds
Philip Reynolds is a registered investment advisor at Alchemi Wealth, LLC, based in Essex, CT, with 38 years of industry experience. Philip operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 1,136 clients with $290M 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 $500K | 1.50% |
| $500K - $2.5M | 1.25% |
| $2.5M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees are negotiable. Accounts within the same household may be combined for a reduced fee. Accounts with conservative allocations may negotiate lower fee schedules. Employees and their family related accounts are charged a reduced fee for services.
Fee Estimator
Location
35 Pratt Street, Suite 202, Essex, CT, 06426
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2012Other Business ActivitiesSells Insurance
Philip is an insurance agent since 2007, with lines of authority including Life/Accident & Health or Sickness/Variable Life & Variable Annuity. This activity requires minimal time.
Employment History
Current Registrations
Alchemi Wealth, LLC
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
Lehman Brothers INC.Broker
Lehman Brothers INC.Broker
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.