Philip Quigley
Philip Quigley is a CFP-designated registered investment advisor at Truvestments Capital LLC, based in Sarasota, FL, with 36 years of industry experience. Philip operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,473 clients with $600M 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 $1.0M | 2.00% |
| $1.0M - $3.0M | 1.75% |
| $3.0M - $5.0M | 1.50% |
| $5M+ | 1.35% |
The annual fee is negotiable based upon certain criteria.
Fee Estimator
Location
5391 Lakewood Ranch Blvd N, Suite #303, Sarasota, FL, 34240
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
November 2007Customer Dispute
December 2005Other Business ActivitiesSells Insurance
Philip is an independent insurance agent selling fixed insurance products since 2008, dedicating about 10-20% of his time to this activity. He also owns rental real estate property since 2015, spending a few hours per week on it.
Employment History
Current Registrations
Truvestments Capital LLC
Previous Registrations
Brokers International Financial Services, LLC.Broker
Brokers Financial
National Asset Management, INC.
National Securities CorporationBroker
First Montauk Securities CORP.Broker
The Concord Equity Group, LLCBroker
M.S. Farrell & Company, INC.Broker
Rickel & Associates, INC.Broker
Prudential Securities IncorporatedBroker
L.C. Wegard & CO., INC.Broker
Hibbard Brown & CO., INC.Broker
State Registrations2 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.