Philip Dortch is a CFP-designated registered investment advisor at Aspire Private Wealth Counsel, LLC, based in Knoxville, TN, with 20 years of industry experience. Philip operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Insurance Planning, Investment Management, and 1 more. Their firm serves 51 clients with $74M 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 | 1.25% |
| $2M+ | 1.00% |
Fee Estimator
Location
8351 E. Walker Springs Ln, Suite 400, Knoxville, TN, 37923
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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
Philip is the Virtual CEO of VMC Facilities, LLC, a general contractor, where he oversees strategy, legal, accounting, and insurance relationships. No commissions are involved in this role.
Employment History
Current Registrations
Aspire Private Wealth Counsel, LLC
Previous Registrations
Visionary Horizons, LLC
Dortch Capital Management, LLC
Amsouth Investment Management Company LLC
State Registrations1 state
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