Philip Springer is a registered investment advisor at Retirement Wealth Management, INC., based in Keswick, VA, 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 Investment Management, Retirement Planning, Tax Planning. Their firm serves 31 clients with $26M 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 $350K | 1.00% |
| $350K - $500K | 0.85% |
| $500K - $750K | 0.75% |
| $750K - $1.0M | 0.65% |
| $1.0M - $2.0M | 0.50% |
| $2M+ | 0.50% |
Clients with assets below the minimum account size may pay a higher percentage rate in annual fees than do clients with greater assets under management. In no case will the annual percentage fee exceed 1.25%.
Fee Estimator
Location
Keswick, VA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Retirement Wealth Management, INC.
State Registrations1 state
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