Philip Bullard
Philip Bullard is a registered investment advisor at Valley Wealth Strategies, LLC, based in Ventura, CA, with 19 years of industry experience. Philip operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 4,055 clients with $1.4B 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 | 1.25% |
| $500K - $1.5M | 1.00% |
| $1.5M+ | 1.00% |
Fees negotiable for amounts over $1,500,000.
Fee Estimator
Location
Ventura, CA
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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
Philip owns multiple rental real estate properties and is a financial advisor with Zuk Financial Group and Valley Wealth Strategies, LLC. He also works with Wheatman Insurance Services LLC and Hometown Insurance, selling property, casualty, life, and health insurance, dedicating about 10-20% of his time to Hometown Insurance and a few hours per week to Wheatman Insurance Services LLC.
Employment History
Current Registrations
Valley Wealth Strategies, LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
National Planning CorporationBroker
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Multi-Financial Securities Corporation
Multi-Financial Securities CorporationBroker
State Registrations1 state
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