Philip Fonseca is a registered investment advisor at Asset Consulting Group, LLC, based in Clayton, MO, with 14 years of industry experience. Philip 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 161 clients with $1.1B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
231 South Bemiston Avenue, 14th Floor, Clayton, MO, 63105
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Asset Consulting Group, LLC
Previous Registrations
Edward Jones
Edward JonesBroker
Scottrade, INC.Broker
Century Securities Associates, INC.Broker
Stifel, Nicolaus & Company, IncorporatedBroker
Scottrade, INC.Broker
State Registrations1 state
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