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Stephen Philliber

Wp Advisors, LLC
27 Years of Experience
South San Francisco, CA
1 Disclosure
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Stephen Philliber is a registered investment advisor at Wp Advisors, LLC, based in South San Francisco, CA, with 27 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 391 clients with $590M in assets under management.

Wp Advisors, LLC
Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
391 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$588.9M

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.25%
$500K - $5.0M1.00%
$5.0M - $10.0M0.75%
$10M+0.50%

Fees and minimum account sizes are negotiable on a client-by-client basis.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

South San Francisco, CA

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History

Regulatory History (1)
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Criminal
December 1986
Final Disposition
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Wp Advisors, LLC
April 1999 - Present · 27 yrs 6 mos
State Registrations2 states
CATX
Advisor

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
No exam information available for this advisor.
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