Philippus Staden
Philippus Staden is a registered investment advisor at Green Vista Asset Management LLC, based in Winter Park, FL, with 23 years of industry experience. Philippus operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 53 clients with $14M 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 $10.0M | 1.50% |
| $10.0M - $25.0M | 1.00% |
| $25.0M - $50.0M | 0.85% |
| $50M+ | 0.75% |
All fees are negotiable.
Fee Estimator
Location
222 N. Park Avenue, Winter Park, FL, 32789
Get directionsHistory
Regulatory History (17)
Customer Dispute
September 2025Customer Dispute
January 2025Customer Dispute
September 2024Customer Dispute
August 2024Customer Dispute
August 2024Customer Dispute
July 2024Customer Dispute
May 2024Customer Dispute
April 2024Customer Dispute
April 2024Customer Dispute
April 2024Customer Dispute
March 2024Customer Dispute
January 2024Customer Dispute
October 2023Customer Dispute
May 2023Customer Dispute
August 2022Customer Dispute
May 2021Customer Dispute
May 2021Other Business ActivitiesSells Insurance
Philippus is involved in several business activities, including owning Growthpoint Advisors, LLC, selling fixed insurance products, and consulting with companies through True North Resources, LLC. He also dedicates about a quarter of his time as an investment adviser representative for Green Vista Asset Management, LLC.
Employment History
Current Registrations
Green Vista Asset Management LLC
Green Vista Capital, LLCBroker
Previous Registrations
The Strategic Financial Alliance
The Strategic Financial Alliance, INC.Broker
G. A. Repple & Company
G. A. Repple & CompanyBroker
State Registrations43 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.