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Philip Scholler

Vanderbilt Advisory Services
27 Years of Experience
Dublin, OH
10 DisclosuresBroker
View SEC Summary
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Philip Scholler is a registered investment advisor at Vanderbilt Advisory Services, based in Dublin, OH, with 27 years of industry experience. Philip is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 6,470 clients with $2.1B in assets under management.

Vanderbilt Advisory Services
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
166 advisors
Number of Clients
6,470 clients
Average Client Portfolio
$326K average
Assets Under Management
$2.1B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Minimum Annual Fee:$90
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K2.50%
$100K - $250K2.25%
$250K - $500K2.00%
$500K - $1.0M1.75%
$1.0M - $2.0M1.50%
$2.0M - $5.0M1.25%
$5.0M - $10.0M1.00%
$10M+0.75%

Firm also offers threshold billing, flat percentage, and flat annual fee structures. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

Dublin, OH

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History

Regulatory History (10)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Judgment / Lien
December 2018
Customer Dispute
May 2016
Denied
Judgment / Lien
April 2015
Judgment / Lien
March 2015
Judgment / Lien
August 2014
Judgment / Lien
August 2013
Employment Separation After Allegations
March 2013
Judgment / Lien
September 2012
Judgment / Lien
February 2012
Judgment / Lien
November 2010
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Philip is the President and CEO of WealthMark Advisory Services since 2013, where he dedicates all of his time to wealth management, investment advisory services, and portfolio management.

Employment History
Current Registrations
Vanderbilt Advisory Services
September 2015 - Present · 11 yrs 1 mo
Vanderbilt Securities, LLCBroker
August 2015 - Present · 11 yrs 2 mos
Previous Registrations
Girard Securities, INC.
April 2013 - August 2015 · 2 yrs 4 mos
Girard Securities, INC.Broker
March 2013 - August 2015 · 2 yrs 5 mos
Nationwide Securities, LLC
August 2008 - March 2013 · 4 yrs 7 mos
Nationwide Securities, LLCBroker
August 2008 - March 2013 · 4 yrs 7 mos
1717 Capital Management Company
July 2007 - August 2008 · 1 yr 1 mo
1717 Capital Management CompanyBroker
January 2007 - August 2008 · 1 yr 7 mos
UBS Financial Services INC.
July 2002 - January 2007 · 4 yrs 6 mos
UBS Financial Services INC.Broker
June 2002 - January 2007 · 4 yrs 7 mos
Morgan Stanley Dw INC.Broker
June 1999 - July 2002 · 3 yrs 1 mo
State Registrations2 states
OHTN
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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