Dale Phillips is a CFA-designated registered investment advisor at Fortitude Family Office, based in Scottsdale, AZ, with 17 years of industry experience. Dale operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Charitable Giving, Education Planning, Estate Planning, and 7 more. Their firm serves 412 clients with $1.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Asset-based fees generally range from 0.15% to 1.00% per annum. Fees are negotiable based on factors such as relationships, expected asset growth, and complexity.
Fee Estimator
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.
Learn about disclosures →Other Business Activities
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.
Exams
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