PC
PC

Philippus Cilliers

16 Years of Experience
Scottsdale, AZ
Broker

Philippus Cilliers is a registered investment advisor at Ameriprise Financial Services, LLC, based in Scottsdale, AZ, with 16 years of industry experience. Philippus operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12781 advisors
Number of Clients
1,330,280 clients
Average Client Portfolio
$424K average
Assets Under Management
$564.6B

Fee Structure

Minimum Investment:$2K

Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.

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Location

14274 N Northsight Blvd, Ste 100, Scottsdale, AZ, 85260-3956

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Philippus co-owns a business related to business ownership, bank loans, and real estate, dedicating a few hours per week. He also serves as a board member for Cilliers and co-owns Cilliers, LLC, spending about a third of his time on the latter.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
June 2014 - Present · 11 yrs 11 mos
Ameriprise Financial Services, LLCBroker
July 2012 - Present · 13 yrs 10 mos
Previous Registrations
Hornor, Townsend & Kent, INC.Broker
August 2009 - April 2011 · 1 yr 8 mos
Pruco Securities, LLC.Broker
November 2008 - July 2009 · 8 mos
State Registrations2 states
AZNJ
AdvisorBroker

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.

Exams
No exam information available for this advisor.
Philippus Cilliers - Financial Advisor | TrueAdvisor