Philip Fessler
Philip Fessler is a registered investment advisor at Aire Advisors, LLC, based in Beverly Hills, CA, with 32 years of industry experience. Philip operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 369 clients with $1B 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 $2.0M | 0.95% |
| $2.0M - $10.0M | 0.65% |
| $10.0M - $20.0M | 0.45% |
| $20.0M - $25.0M | 0.25% |
| $25M+ | 0.25% |
Fees are negotiable for amounts over $25,000,000. Maximum fee for international clients is 1.50%. Maximum fee when using Third Party Managers is 2.00%.
Fee Estimator
Location
9350 Wilshire Blvd, Suite 200, Beverly Hills, CA, 90212
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2000Other Business Activities
Philip owns rental property in La Quinta, CA with his spouse since 2012. He spends minimal time per month as a landlord.
Employment History
Current Registrations
Aire Advisors, LLC
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Stockcross Financial Services
Stockcross Financial Services, INC.Broker
TD Ameritrade, INC.Broker
Kennedy, Cabot & CO.Broker
Annandale Securities, INC.Broker
William Lawrence Securities, 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.