Philip Sallee is a registered investment advisor at Wealthmd Corporation, based in Louisville, KY, with 23 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, Retirement Planning. Their firm serves 1,061 clients with $250M 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 are negotiable, but the firm will not charge less than 1% on client assets except for employees, family of employees (whose fees are waived), and advisory board members who pay a discounted rate of 1%.
Fee Estimator
Location
1706 Bardstown Road, Second Floor, Louisville, KY, 40205
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 →Employment History
Current Registrations
Wealthmd Corporation
Previous Registrations
Raymond James Financial Services
Ameritas Investment CORP
State Registrations2 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
More Advisors
- Seth Newby, CFPCerity Partners LLC
- Jack Wilson, CFPCenterline Wealth Advisors, LLC
- Ben Allison, CFAPillar Financial Advisors, LLC
- John Ryan, CFPAmeriprise Financial Services, LLC
- Conrad Newman, CFP
- Shane Hall, CFP