Philip Seibert
Philip Seibert is a CFP-designated registered investment advisor at Julius Arthur Seibert & Company, LLC, based in Cincinnati, OH, with 35 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, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 97 clients with $66M 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 | 1.50% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees may be negotiable based on criteria such as anticipated future earnings, additional assets, account composition, and negotiations.
Fee Estimator
Location
8044 Montgomery Road, Suite 265, Cincinnati, OH, 45236
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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 owns rental properties in Ohio and spends minimal time managing them. This activity is not investment-related.
Employment History
Current Registrations
Julius Arthur Seibert & Company, LLC
Previous Registrations
UBS Financial Services INC.
State Registrations3 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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