Phillip Washington
Phillip Washington is a registered investment advisor at Stone Hill Wealth Management, LLC, based in Dallas, TX, with 13 years of industry experience. Phillip operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 115 clients with $21M 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 $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
For qualified clients, Stone Hill Wealth Management also offers a performance-based fee option, charging 25% of the capital appreciation above a 6% hurdle rate, with no annual management fee. Fees are negotiable.
Fee Estimator
Location
2550 Pacific Avenue, Ste 700, Dallas, TX, 75226
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Phillip is the CEO of PW Media, a media and book publishing company, dedicating about 10-20% of his time outside of trading hours. He also owns Wealth Building Made Simple, an educational podcast, which may present a conflict of interest.
Employment History
Current Registrations
Stone Hill Wealth Management, LLC
Previous Registrations
7th Harvest Investments
Northwestern Mutual Investment Services,llc
State Registrations1 state
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