Philip O'toole
Philip O'toole is a registered investment advisor at Beacon Financial Advisory LLC, based in Cleveland, OH, with 26 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 Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,556 clients with $900M 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 $1.0M | 1.61% |
| $1.0M - $2.0M | 1.31% |
| $2M+ | 1.31% |
Rates shown are for non-wrap portfolio management. Wrap fee portfolio management is also available with higher rates (1.80% for the first tier and 1.45% for the second tier). Fees are generally negotiable for accounts over $2,000,000.
Fee Estimator
Location
25825 Science Park Drive, Suite 110, Cleveland, OH, 44122
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
Philip works as an agent/salesperson for Beacon Financial Partners, selling insurance and annuity products, dedicating about 10-20% of his time. He also works nearly full-time as an IAR for Beacon Financial Advisory, LLC, providing financial advisory and consulting services.
Employment History
Current Registrations
Beacon Financial Advisory LLC
Lincoln InvestmentBroker
Previous Registrations
Fourth Dimension Wealth, LLC
LPL Financial LLCBroker
Amundi Asset Management US, INC.
Amundi Pioneer Institutional Asset Management, INC.
Amundi Distributor US, INC.Broker
Calamos Financial Services LLCBroker
Hines Real Estate Securities, INC.Broker
Deutsche Investment Management Americas INC.
Scudder Distributors, INC.Broker
Morgan Stanley Dw INC.Broker
State Registrations7 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.
Exams
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