Natalie Phillips
Natalie Phillips is a CFP-designated registered investment advisor at Kestra Private Wealth Services, LLC, based in Carrollton, GA, with 18 years of industry experience. Natalie is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Corporate Executives, and 9 more. Their firm serves 20,230 clients with $13B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Asset-based fees range up to 2.5% annually and are negotiable based on account size, registration type, and platform selected.
Fee Estimator
Location
Carrollton, GA
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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 ActivitiesSells Insurance
Natalie owns JLCCJ Properties, LLC, a real estate business, and NCCJ Wealth Management LLC, related to IWP LaGrange Business Income and Expenses, dedicating minimal time to each. Natalie also works full-time as a financial advisor for Inspired Wealth Planning, providing investment selection and wealth planning for clients, which includes insurance.
Employment History
Current Registrations
Kestra Private Wealth Services, LLC
Kestra Investment Services, LLC
Kestra Investment Services, LLCBroker
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations11 states
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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