SP
SP
Stephen Philliber
26 Years of Experience
San Francisco, CA
1 Disclosure
Stephen Philliber is a registered investment advisor at Wp Advisors, LLC, based in San Francisco, CA, with 26 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 397 clients with $510M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
397 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$505.7M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees may be modified 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
353 Sacramento Street, Floor 18, San Francisco, CA, 94111
Get directionsHistory
Regulatory History (1)
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Criminal
December 1986Final Disposition
Employment History
Current Registrations
Wp Advisors, LLC
April 1999 - Present · 27 yrs
State Registrations2 states
CATX
Advisor
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Exams
No exam information available for this advisor.