Phillip Guerrero
Phillip Guerrero is a CFP-designated registered investment advisor at Pmg Wealth Management, based in Hawthorn Woods, IL, with 28 years of industry experience. Phillip operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 443 clients with $200M 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 $100K | 1.25% |
| $100K - $1000K | 1.00% |
| $1.0M - $2.0M | 0.95% |
| $2.0M - $3.5M | 0.90% |
| $3.5M - $5.0M | 0.85% |
| $5.0M - $7.5M | 0.75% |
| $7.5M - $10.0M | 0.65% |
| $10.0M - $25.0M | 0.50% |
| $25M+ | Included |
Fees are negotiable for accounts over $25,000,000.
Fee Estimator
Location
60 Landover Pkwy, Ste. D, Hawthorn Woods, IL, 60047
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
Phillip operates PMG Wealth Management as a DBA for his LPL business and provides investment advisory services through PMG Wealth Management, Inc., spending nearly full-time on these activities. He also sells fixed insurance products, dedicating minimal time to this.
Employment History
Current Registrations
Pmg Wealth Management
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
State Registrations20 states
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