Philip Carey is a registered investment advisor at Lion Capital Advisors LLC, based in Miami, FL, with 4 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. Their firm serves 34 clients with $140M 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 $2.5M | 1.50% |
| $2.5M - $5.0M | 1.25% |
| $5.0M - $10.0M | 1.00% |
| $10.0M - $20.0M | 0.85% |
| $20.0M - $50.0M | 0.75% |
| $50M+ | 0.75% |
Fees are negotiable for accounts over $50M.
Fee Estimator
Location
1450 Brickell Ave., Suite 1480, Miami, FL, 33131
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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 ActivitiesSells Insurance
Philip is the Managing Partner and CEO of Shaba LLC, a commodity trading company, and a Director of a Cayman Special Purpose Vehicle. He is also insurance licensed to sell life and health insurance and variable annuities, and holds positions with the Sapelo Foundation and advisory boards at Boston University and the University of Miami. These activities take about 10-20% of Philip's time.
Employment History
Current Registrations
Lion Capital Advisors LLC
State Registrations1 state
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