Phillip Campit is a registered investment advisor at Mariner Wealth, based in San Mateo, CA, with 17 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, Investment Management, Retirement Planning, Tax Planning. Their firm serves 44,528 clients with $99B 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 | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.60% |
Quarterly minimum fee of $1,875. All fee arrangements are subject to negotiation.
Fee Estimator
Location
San Mateo, 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 Activities
Phillip is a food blogger since 2021, spending a few hours per week on this activity. This activity is not investment-related.
Employment History
Current Registrations
Mariner Wealth
Previous Registrations
Summitry, LLC
Advice and Planning Services
Tiaa-Cref Individual & Institutional Services, LLCBroker
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North Capital Private Securities CorporationBroker
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Charles Schwab & CO., INC.Broker
Fidelity Brokerage Services LLCBroker
MML Investors Services, LLC
MML Investors Services, LLCBroker
State Registrations1 state
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