Philip Fraley is a registered investment advisor at Pf Advisors, based in Chadds Ford, PA, with 10 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, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 1 clients with $240M 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 $2.5M | 1.00% |
| $2.5M - $10.0M | 0.75% |
| $10M+ | 0.75% |
Fees are negotiable for accounts over $10,000,000.
Fee Estimator
Location
225 Wilmington-West Chester Pike, Suite 200, Chadds Ford, PA, 19317
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Philip is a member of the board of directors for Zonzia Media, Inc. (ZONX), an entertainment and media company, since June 2015, providing strategic support and insight.
Employment History
Current Registrations
Pf Advisors
State Registrations1 state
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