Philip Mascherino
Philip Mascherino is a registered investment advisor at Megaannum Capital, LLC, based in Downingtown, PA, with 11 years of industry experience. Philip operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 28 clients with $4.8M 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 | 2.00% |
Fees may be negotiable based on client net worth, diversification of investments, investment experience, and objectives.
Fee Estimator
Location
341 E. Lancaster Ave, Downingtown, PA, 19335
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 will work about half-time in the evenings for Anthony J. Mascherino doing general office work for a few months. He also provides insurance services through Mascherino Financial Group LLC and is compensated by commission.
Employment History
Current Registrations
Megaannum Capital, LLC
State Registrations1 state
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.