Philip Telpner
Philip Telpner is a registered investment advisor at Lifeworks Advisors, LLC, based in Glenview, IL, with 24 years of industry experience. Philip operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,479 clients with $740M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Lifeworks Advisors charges a percentage of your portfolio each year, up to 1.50%. This fee is paid monthly in advance and is based on the value of your account at the end of the prior month. The fee is negotiable and takes into consideration the total amount of assets Lifeworks manages for you. This fee includes the cost of securities transactions, custodial costs, and administrative fees.
Location
2700 Patriot, Suite 2700, Glenview, IL, 60026
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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 ActivitiesSells Insurance
Philip spends about 10% of his time on insurance sales. He is also an investment advisor representative for Lifeworks Advisors, LLC and Breakout Private Wealth, dedicating nearly all of his time to these roles.
Employment History
Current Registrations
Lifeworks Advisors, LLC
Previous Registrations
Breakout Private Wealth LLC
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Morgan Stanley
Morgan StanleyBroker
Oppenheimer & CO. INC.Broker
Schonfeld Securities, LLCBroker
State Registrations1 state
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.