Phillip Chatoff
Phillip Chatoff is a registered investment advisor at Primerica Advisors, based in San Jose, CA, with 23 years of industry experience. Phillip is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 67,816 clients with $16B 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 $250K | 1.74% |
| $250K - $500K | 1.71% |
| $500K - $1.0M | 1.52% |
| $1.0M - $3.0M | 1.38% |
| $3.0M - $5.0M | 1.15% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.85% |
Total maximum wrap fee schedule combining the maximum advisory fee, program fee, and assuming a maximum asset manager fee of 0.50%. The advisory fee component is negotiable.
Fee Estimator
Location
3031 Tisch Way 110 Plaza West, Suite 1053-C, San Jose, CA, 95128
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2022Other Business Activities
Phillip sells investment-related products for companies affiliated with PFS Investments Inc. He also receives compensation from Primerica Mortgage, LLC and Primerica Client Services, Inc., and works as a digital coach for Blue Heron Senior Services, LLC, dedicating about half his time to this role.
Employment History
Current Registrations
Primerica Advisors
PFS Investments INC.Broker
Previous Registrations
PFS Investments INC.Broker
State Registrations1 state
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.
Exams
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