Philip Hammer is a registered investment advisor at Saxony Capital Management, LLC, based in Weston, FL, with 27 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, Investment Management, Retirement Planning. Their firm serves 762 clients with $370M 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 $500K | 2.20% |
| $500K - $1.0M | 1.90% |
| $1.0M - $2.0M | 1.60% |
| $2.0M - $5.0M | 1.30% |
| $5M+ | 1.20% |
Fees/Commissions are negotiable with each Advisory Client. The SCM annual platform fee is 0.2% and is included in the above fee schedule.
Fee Estimator
Location
2645 Executive Park Drive, Suite 109, Weston, FL, 33331
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 Activities
Philip operates under the DBA Glastonbury Group. No further information about the nature of this business activity is provided.
Employment History
Current Registrations
Saxony Capital Management, LLC
Saxony Securities, INC.Broker
Previous Registrations
Oppenheimer & CO. INC.Broker
State Registrations3 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.