Philip Kendall is a CFP-designated registered investment advisor at Charles Schwab & CO., INC., based in Westlake, TX, with 26 years of industry experience. Philip operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.30% |
| $25M+ | 0.30% |
Fee schedule effective October 1, 2024. Clients enrolled prior to this date may have grandfathered fee schedules. Fees may be negotiable for assets over $25 million.
Fee Estimator
Location
3000 Schwab Way, Westlake, TX, 76262
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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 a board member of the Dallas Fort Worth CFA Society, a professional organization, and the Mosshaven Elementary Dad's Club. These activities are not investment-related and take about 10-20% of his time each.
Employment History
Current Registrations
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Previous Registrations
Colonial Asset Management INC
Colonial Brokerage, INC.Broker
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
AmeritradeBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations42 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.