Phillip Coad
Phillip Coad is a CFP-designated registered investment advisor at Vermillion Financial Advisors, INC., based in South Barrington, IL, with 14 years of industry experience. Phillip operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 280 clients with $370M 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 $1.0M | 1.50% |
| $1.0M - $2.0M | 1.31% |
| $2.0M - $3.0M | 1.13% |
| $3.0M - $5.0M | 0.94% |
| $5M+ | 0.75% |
Fees are annualized and cover the Investment Portfolio and Monitoring Services (IPRAMS). Fees vary based on the frequency of reporting (Quarterly, Semi-Annual, or Annual).
Fee Estimator
Location
16 Executive Court, Suite 3, South Barrington, IL, 60010
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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 →Employment History
Current Registrations
Vermillion Financial Advisors, INC.
State Registrations1 state
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