Philip Demuth
Philip Demuth is a registered investment advisor at Conservative Wealth Management LLC, based in Los Angeles, CA, with 19 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 68 clients with $360M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.88% |
Maximum annual fee charged will not exceed 0.88%, depending on the scope and complexity of the portfolio. Fees are negotiable.
Fee Estimator
Location
Los Angeles, CA
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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 is a writer, dedicating about a quarter of his time to this activity.
Employment History
Current Registrations
Conservative Wealth Management LLC
State Registrations3 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.