Jonathan Phillips
Jonathan Phillips is a registered investment advisor at Penobscot Investment Management Company, INC., based in Boston, MA, with 22 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 547 clients with $1.4B 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2M+ | 0.60% |
Fees are higher when Penobscot serves as trustee: 1.25% on the first $1,000,000, 1.05% on the next $1,000,000 (from $1,000,000.01 to $1,999,999.99), and 0.85% on amounts over $2,000,000. Fees may be negotiable in certain circumstances.
Fee Estimator
Location
155 Federal Street, Suite 1602, Boston, MA, 02210
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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 Activities
Jonathan serves as a co-trustee on two family trusts for a former co-worker. This activity is not investment-related.
Employment History
Current Registrations
Penobscot Investment Management Company, INC.
Previous Registrations
Penobscot Investment Management CO INC
State Registrations3 states
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