Phillip Waara is a registered investment advisor at Ecio, INC., based in Madison, WI, with 15 years of industry experience. Phillip operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 100 clients with $230M 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 $500K | Included |
| $500K - $10.0M | 0.50% |
| $10.0M - $20.0M | 0.25% |
| $20.0M - $45.0M | 0.30% |
| $45.0M - $50.0M | 0.20% |
| $50M+ | 0.15% |
Blended fee schedule. Cash Management Portfolio Advisory Fees: First $10,000,000 ($5,000 minimum fee) 0.25%, On the next $90 million 0.10%, Over $100 million 0.05%. The advisory fees paid directly by our clients as reflected in their invoice will not exceed 2% of assets under management at the time of their billing.
Fee Estimator
Location
821 E Washington Avenue, Suite 200, Madison, WI, 53703
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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
Phillip works as an independent cab driver for Uber since 2015. This takes about 10-20% of his time.
Employment History
Current Registrations
Ecio, INC.
Previous Registrations
Madison Investment Advisors, LLC
Hansberger Growth Investors, LP
Mfd Distributor, LLCBroker
Wells Fargo Funds Management, LLC
Wells Fargo Funds Distributor, LLCBroker
State Registrations3 states
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