Phillip Funk is a CFP-designated registered investment advisor at Servant Capital Advisors, based in Fishers, IN, with 7 years of industry experience. Phillip operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 45 clients with $100M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Servant Capital Advisors offers investment advice for a flat annual fee, paid quarterly.
- Investment Advisory Services: $5,000 per year ($1,250 per quarter)
- Wealth Management Services: $10,000 per year ($2,500 per quarter)
Family Office Services fees are negotiated individually. SCA also offers other financial consulting services for $500/hour.
Location
11 Municipal Drive, Suite 200, Fishers, IN, 46038
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Phillip is the founder, principal, and 100% owner of Servant Capital, LLC, a family office making direct investments in businesses and real estate since 2017. He dedicates a few hours per week to investment activities, including evaluation, execution, and monitoring.
Employment History
Current Registrations
Servant Capital Advisors
Previous Registrations
Servant Capital Advisors
State Registrations3 states
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