Philip Detlefs
Philip Detlefs is a registered investment advisor at Img Wealth Management, INC., based in Jacksonville, FL, with 23 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, Investment Management, Retirement Planning, and 1 more. Their firm serves 710 clients with $210M 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 | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.50% |
IMG's annual fee may be negotiable based on a number of factors. When using Sub-Advisors, the Client will pay additional fees up to 0.75% annually.
Fee Estimator
Location
8771 Perimeter Park Ct., Suite 102, Jacksonville, FL, 32216
Get directionsHistory
Regulatory History (3)
Financial
June 2016Financial
June 2016Criminal
March 1998Other Business ActivitiesSells Insurance
Philip is an insurance agent with Detlefs and Associates, Inc. since 2001, and refers clients to AE Medicare Partner Program. He also works with Madison Avenue Securities, LLC and IMG Wealth Management, and is a co-owner and advisor at Investment Management Group, LLC, spending nearly full-time on these investment-related activities.
Employment History
Current Registrations
Img Wealth Management, INC.
Madison Avenue Securities, LLCBroker
Previous Registrations
Planmember Securities Corporation
Planmember Securities CorporationBroker
Veritrust Financial, LLC
Veritrust Financial, LLCBroker
State Registrations13 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.