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Philippe Khouri

7 Years of Experience
Delray Beach, FL

Philippe Khouri is a registered investment advisor at Pip Capital & Consulting, LLC, based in Delray Beach, FL, with 7 years of industry experience. Philippe operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 35 clients with $21M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
35 clients
Average Client Portfolio
$612K average
Assets Under Management
$21.4M

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)

Pip Capital charges an annual fee of 2.0% of the value of your portfolio. This fee is negotiable. For certain qualified clients, Pip Capital charges an annual fee of 1.0% of the value of your portfolio, plus a performance-based fee ranging from 10% to 15% based on the profits in the client's account.

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Location

Delray Beach, FL

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Pip Capital & Consulting, LLC
December 2018 - Present · 7 yrs 5 mos
State Registrations1 state
FL
Advisor

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
No exam information available for this advisor.