Daniel Lee Phillips

28 Years of Experience

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningBusiness OwnersHigh Net Worth

The Fiduciary Alliance

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

40 advisors

Number of Clients

6,662 clients

Average Client Portfolio

$288K average

Assets Under Management

$1.9B

Fee Structure

Location

135 S Main St, Suite 600, Greenville, SC, 29601

Get directions

History

Regulatory History

Clean regulatory record

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.

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.