Thomas Edwards is a registered investment advisor at Phillips and Company Advisors LLC, based in Portland, OR, with 30 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 1,525 clients with $2.3B 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 | 1.95% |
| $2.0M - $3.0M | 1.40% |
| $3.0M - $5.0M | 1.25% |
| $5M+ | 1.05% |
Fees are negotiable. Some accounts will be charged 10% of the growth in the account balance.
Fee Estimator
Location
521 SW 11th Avenue, Suite 200, Portland, OR, 97205
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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 →Other Business Activities
Thomas is a consultant for Riverlab LLC, providing administrative services to family offices since 2020. He dedicates minimal time to this non-investment related activity.
Employment History
Current Registrations
Phillips and Company Advisors LLC
Previous Registrations
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
Phillips & Company
Phillips & CompanyBroker
State Registrations15 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.