Daniel Phillips is a registered investment advisor at The Fiduciary Alliance, based in Lagrange, GA, with 28 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Education Planning, Estate Planning, and 6 more. Their firm serves 8,964 clients with $2.5B 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 | 2.00% |
Maximum annual fee is up to 2.00%, and fees are negotiable. Certain alternative investments may also involve a performance-based fee or carried interest of up to 25% of profits above a threshold.
Fee Estimator
Location
201 Ridley Ave, Suite A, Lagrange, GA, 30240
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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
Daniel owns rental real estate properties and is a cofounder and 10% owner of Bloxx, LLC, an electronic privacy protection company. He spends minimal time on these activities.
Employment History
Current Registrations
The Fiduciary Alliance
Previous Registrations
Madison Park Capital Advisors, LLC
Charles Schwab & CO., INC.Broker
Charles Schwab & CO., INC.
Goldman, Sachs & CO.Broker
A I M Distributors, INC.Broker
Oppenheimerfunds Distributor, INC.Broker
Gt Global, INC.Broker
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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