Angela Phillips
Angela Phillips is a CFP-designated registered investment advisor at Consilio Wealth Advisors, LLC, based in Cowlesville, NY, with 15 years of industry experience. Angela operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 289 clients with $460M 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 | 1.30% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.45% |
| $10M+ | 0.35% |
*Minimum annual fee of $11,500 *CWA will assess an additional 0.50% annual fee on accounts where the Advisor writes or buys options Fees may be negotiable at the sole discretion of the Advisor. The Client’s fees will take into consideration the aggregate assets under management with the Advisor.
Fee Estimator
Location
Cowlesville, NY
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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
Angela works as an independent insurance professional since September 2023. This activity takes minimal time.
Employment History
Current Registrations
Consilio Wealth Advisors, LLC
Previous Registrations
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Wells Fargo Advisors Financial Network, LLCBroker
MML Investors Services, LLCBroker
Wells Fargo Clearing Services, LLCBroker
MML Investors Services, LLCBroker
MML Investors Services, LLCBroker
Msi Financial Services, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
New England SecuritiesBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.