Janell Phillips
Janell Phillips is a CFA-designated registered investment advisor at Ipswich Investment Management Company, INC, based in Beverly, MA, with 10 years of industry experience. Janell operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 268 clients with $730M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable for accounts over $2,000,000. Fixed fees may be available for certain services upon agreement.
Fee Estimator
Location
138 Conant Street, Suite 201, Beverly, MA, 01915
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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
Ipswich Investment Management Company, INC
Previous Registrations
Boston Financial Management LLC
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.
Exams
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