Morgan Phillips is a registered investment advisor at Vincimus Capital, LLC, based in Jacksonville, FL, with 3 years of industry experience. Morgan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 52 clients with $170M 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% |
| $1M+ | 1.00% |
Fees for 401(k) plan management are different. Vincimus Capital may negotiate its fee schedule.
Fee Estimator
Location
7077 Bonneval Rd, Suite 610, Jacksonville, FL, 32216
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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
Morgan is a member of GP Jax Surf LLC, an investment-related vehicle that is a minority owner of a surf precinct and wave pool development. This takes about 10-20% of Morgan's time, all of which occurs during securities trading hours, and involves coordinating and managing the development of the surf park.
Employment History
Current Registrations
Vincimus Capital, LLC
State Registrations2 states
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