Philip Board
Philip Board is a registered investment advisor at Centaurus Financial, INC., based in Upland, CA, with 31 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, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 38,049 clients with $7.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Centaurus Financial's advisors manage client accounts through various programs, charging an annual fee based on the amount invested. Fees are negotiable and can be a flat percentage or tiered, where the rate decreases as the portfolio value increases. Additional charges may include transaction fees, custodial fees, and internal fund fees.
Maximum advisory fees:
- Alpha, Beta, ABJ, Omega, Delta: 2.25%
- AA & VL: 1.50%
- Adviser-Directed: 1.35%
- FlexUMA: 2.25%
Third-Party Money Managers (TPMMs) charge fees ranging from 1.00% to 3.00%.
Location
818 North Mountain Ave., Suite #200, Upland, CA, 91786
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2022Other Business ActivitiesSells Insurance
Philip is involved in several business activities, including Medi-Cal benefits assistance, real estate rentals, and running 1ON1 Financial & Insurance Services, Inc. He also co-authors a book, hosts a podcast, and develops online financial education courses, dedicating a full-time commitment to his insurance business.
Employment History
Current Registrations
Centaurus Financial, INC.
Centaurus Financial, INC.Broker
Previous Registrations
Fsc Securities Corporation
Fsc Securities CorporationBroker
LPL Financial LLC
LPL Financial LLCBroker
Ing Financial Partners, INC
Ing Financial Partners, INC.Broker
Diversified Securities, IncorporatedBroker
Advantage Capital CorporationBroker
State Registrations33 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.