Philip Bleier is a registered investment advisor at Philip A. Bleier, CPA, based in Batavia, NY, with 3 years of industry experience. Philip operates on a fee-only basis, meaning they do not earn commissions from product sales.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Philip A. Bleier, CPA receives 25% of the Morgan Stanley broker's account management fee, which is typically 0.25% of the client's assets managed at Morgan Stanley. This fee is paid by the broker, not the client. Philip A. Bleier, CPA does not receive investment fees from any other brokers or firms.
Location
Batavia, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Philip is a Certified Public Accountant and owner of an audit and tax CPA firm since 1988. He dedicates a significant amount of time to this business, including time during security trading hours.
Employment History
Current Registrations
Philip A. Bleier, CPA
State Registrations1 state
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