Natalie Phillips
Natalie Phillips is a CFP-designated registered investment advisor at Kestra Private Wealth Services, LLC, based in Carrollton, GA, with 17 years of industry experience. Natalie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 15,631 clients with $10B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Kestra Private Wealth Services (Kestra PWS) offers investment management services where your advisor manages your account based on your goals and risk tolerance. Fees are based on a percentage of your portfolio and can be up to 2.5% annually. The exact fee depends on factors like the size of your account, the type of account (e.g., retirement), and the specific services you use. Fees are negotiable. Kestra PWS also offers various advisory platforms with different fee structures, including program fees that may incentivize your advisor to increase your overall fee.
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 Registrations10 states
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