Philip Swisher is a registered investment advisor at Trevian Wealth Management, LLC, based in Weston, MA, with 11 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 93 clients with $550M 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 $3.0M | 1.20% |
| $3.0M - $6.0M | 1.00% |
| $6.0M - $20.0M | 0.70% |
| $20M+ | 0.50% |
There is typically a $24,000 annual minimum fee, which can be waived or modified at Trevian Wealth Management’s sole discretion. In certain circumstances, Trevian Wealth Management may, at its sole discretion, assess a fee that differs from the pricing and payment terms set forth in this section, which will always be disclosed in writing in advance of it being assessed. Circumstances that may result in a different fee amount and/or different fee structure include unusual client situations, unusual portfolio holdings, clients who intentionally do not have meaningful public markets portfolios, highly illiquid clients, or the Firm’s pro bono activities.
Fee Estimator
Location
Weston, MA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Philip is a managing member of Trevian Equity Partners LLC, which manages an investment in a privately-held company. He dedicates minimal time to this business outside of trading hours.
Employment History
Current Registrations
Trevian Wealth Management, LLC
State Registrations2 states
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