RP
CFP
RP
CFP

Rebecca Mcdonald Phillips

22 Years of Experience
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Fee-Only (AUM)
Firm Size
2 advisors
Number of Clients
226 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$389.7M

Fee Structure

Minimum Investment:$1M
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $3.0M1.50%
$3.0M - $5.0M1.00%
$5M+0.75%

Fees are subject to negotiation.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

10 Glenlake Parkway, Suite 130, Atlanta, GA, 30328

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Disciplined Equity Management, INC.
November 2012 - Present · 13 yrs 3 mos
Previous Registrations
Summit Wealth Management, INC
June 2009 - December 2012 · 3 yrs 6 mos
Worsham & Sammons Wealth Management, LLC
March 2003 - January 2009 · 5 yrs 10 mos
State Registrations2 states
GATX
Advisor
Exams
No exam information available for this advisor.
Rebecca Mcdonald Phillips - Financial Advisor | TrueAdvisor