Trevor Phillippi
Trevor Phillippi is a CFA-designated registered investment advisor at Hightower Advisors, LLC, based in Wichita, KS, with 13 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 56,418 clients with $160B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Hightower Advisors offers investment management services where fees are negotiable and can be calculated as a percentage of your portfolio. The percentage can be a flat rate, tiered based on asset levels, or tiered floating. Fees are typically deducted from your account and can be charged either in advance or after the service is provided, calculated quarterly or monthly. Some advisors may adjust fees based on significant deposits or withdrawals during the billing cycle. The firm may also household accounts for price breaks.
Location
8301 E 21st, N# 150, Wichita, KS, 67206
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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
Trevor owns Phillippi Investments LLC and residential rental properties since 2012. He spends minimal time on this activity outside of business hours.
Employment History
Current Registrations
Hightower Advisors, LLC
Previous Registrations
Hightower 6m Holding, LLC
Hightower Securities, LLCBroker
Private Client Services, LLCBroker
6 Meridian LLC
Morgan Stanley
Morgan StanleyBroker
MML Investors Services, INC.
MML Investors Services, INC.Broker
MML Investors Services, INC.Broker
State Registrations1 state
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