Dale Phillips is a CFA-designated registered investment advisor at Fortitude Family Office, based in Scottsdale, AZ, with 16 years of industry experience. Dale operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 361 clients with $1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fortitude Family Office's investment management fees are based on a percentage of your portfolio, ranging from 0.15% to 1% per year. The fee is charged quarterly in advance, based on the average daily value of your account from the prior quarter. Fees are negotiable and may vary based on factors such as the complexity of services and existing relationships.
Location
7500 N Dobson Rd, Suite 151, Scottsdale, AZ, 85256
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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.
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Dale is a manager and member of Phillips Taylor Real Estate LLC, handling accounting/bookkeeping, messaging guests, and coordinating house repairs. This takes minimal time per month and is not investment-related.
Employment History
Current Registrations
Fortitude Family Office
Previous Registrations
Tarbox Family Office, INC.
Mra Associates
Keatsconnelly
Cross Border Tax & Accounting, LLC
Keats Connelly and Associates INC.
State Registrations2 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.