Philip Sallee is a registered investment advisor at Wealthmd Corporation, based in Louisville, KY, with 22 years of industry experience. Philip operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 1,030 clients with $210M 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 $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $750K | 1.50% |
| $750K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees may be negotiable, but will not be less than 1% except for employees or family of employees, whose fees are waived. Advisory board members pay a discounted rate of 1% regardless of the amount of assets under management.
Fee Estimator
Location
1706 Bardstown Road, Second Floor, Louisville, KY, 40205
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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 →Employment History
Current Registrations
Wealthmd Corporation
Previous Registrations
Raymond James Financial Services
Ameritas Investment CORP
State Registrations2 states
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