Philip Messuri
Philip Messuri is a CFP-designated registered investment advisor at Private Client Services, LLC, based in Albuquerque, NM, with 29 years of industry experience. Philip operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,251 clients with $1.1B 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 $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1000K | 1.50% |
| $1M+ | 1.25% |
Fees may be negotiable. The Investment Model Marketplace provides access to portfolios managed by third party managers, with subscription fees ranging from 0.15% to 1.00% in addition to the IAR advisory fee.
Fee Estimator
Location
6100 Uptown Blvd NE, Suite 610C, Albuquerque, NM, 87110
Get directionsHistory
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 ActivitiesSells Insurance
Philip is a registered investment advisor (RIA) with Lakeridge Wealth Management, dedicating nearly full-time hours to this role. He also engages in occasional term insurance and fixed annuity business through Champion Agency and AIG Insurance Company, respectively, and serves on the board of directors for Eastern Sandoval Citizens Association.
Employment History
Current Registrations
Private Client Services, LLCBroker
Lakeridge Wealth Management LLC
Previous Registrations
Lakeridge Wealth Management LLC
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Capital Analysts, IncorporatedBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations22 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.