Phillip Bollin is a CFP-designated registered investment advisor at Bollin Wealth Management, LLC, based in Perrysburg, OH, with 23 years of industry experience. Phillip operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 146 clients with $70M 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 | 1.25% |
| $250K - $500K | 1.10% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $8.0M | 0.50% |
| $8M+ | 0.40% |
For accounts under $500,000, the annual fee may range from 1.1% to 1.25%, depending on the nature and complexity of the individual client’s personal circumstances. All fees may be negotiable under certain circumstances.
Fee Estimator
Contact
Phillip Bollin
Location
842 W. South Boundary St., Perrysburg, OH, 43551
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 →Other Business Activities
Phillip is a co-owner of Two Titans Properties, LLC, a commercial real estate business, since 2018. Collecting rent, paying bills, and maintenance activities take a few hours per week.
Employment History
Current Registrations
Bollin Wealth Management, LLC
Previous Registrations
Mpm Wealth Advisors, INC.
Mpm Wealth Advisors
UBS Financial Services INC.
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