Philip Ferguson is a registered investment advisor at Polaris Financial Planning, LLC., based in Apopka, FL, with 25 years of industry experience. Philip operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 129 clients with $150M 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 $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees may be negotiable for accounts above $1,000,000 based on client type, complexity, and total assets managed.
Fee Estimator
Location
Apopka, FL
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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
Philip hosts "The Phil Ferguson Show," which covers topics such as skepticism, atheism, investment philosophies, economics, and politics.
Employment History
Current Registrations
Polaris Financial Planning, LLC.
Previous Registrations
Burnside & Associates, LTD
Polaris Financial Planning, LLC.
State Registrations4 states
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