Philip Orwig is a CFP, ChFC-designated registered investment advisor at Fair Asset Management, LLC, based in Dallas, TX, with 15 years of industry experience. Philip operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 47 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fair Asset Management provides wealth management services for a flat annual fee of up to $7,500, paid monthly. This fee covers both investment management and financial planning. Legacy clients may have other fee arrangements that are no longer offered. The firm notes that a $7,500 fee on portfolios of $250,000 or less is higher than the industry norm.
Location
Dallas, TX
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 →Employment History
Current Registrations
Fair Asset Management, LLC
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
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.