Philip Garcia
Philip Garcia is a registered investment advisor at Coppell Advisory Solutions LLC, based in Stockton, CA, with 17 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, Investment Management, Retirement Planning. Their firm serves 9,336 clients with $1.1B 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 | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $2.5M | 1.50% |
| $2.5M+ | 1.50% |
Fees are negotiable for portfolios over $2,500,000.
Fee Estimator
Location
3244 Brookside Rd. SUITE 140, Stockton, CA, 95219
Get directionsHistory
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
Philip is a managing member of VG Capital Financial Services, a life and health insurance agency, since 2009. He spends about half of his time transacting insurance business, overseeing operations, and training sub-agents.
Employment History
Current Registrations
Coppell Advisory Solutions LLC
Previous Registrations
Global Asset Management Group
Financial Leadership Advisors, INC.
State Registrations3 states
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.