George Myers is a CFA-designated registered investment advisor at Phillips and Company Advisors LLC, based in Portland, OR, with 6 years of industry experience. George operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,273 clients with $2.7B 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 $2.0M | 1.75% |
| $2.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees are negotiable based on the representative, client type, complexity, and relationship size. Other programs include Investor Advantage and wrap fee portfolios at up to 1.95%, Thematic SMAs at 1.00% plus a 10% performance fee, and external account consultations up to 1.75%.
Fee Estimator
Location
521 SW 11th Avenue, Suite 200, Portland, OR, 97205
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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 →Employment History
Current Registrations
Phillips and Company Advisors LLC
Previous Registrations
Greenbridge Investment Management, 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.
Exams
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