Philip Kelton is a registered investment advisor at Captrust, based in Dallas, TX, with 13 years of industry experience. Philip operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 36,839 clients with $1100B 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 | 2.25% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.0M | 1.75% |
| $2.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Advisory fees are subject to negotiation based on multiple factors including clients with multiple accounts, size of the account, a prior or existing relationship, and a client’s particular needs or financial characteristics.
Fee Estimator
Location
5005 LBJ Freeway, Suite 1313, Dallas, TX, 75244
Get directionsHistory
Regulatory History (2)
Financial
February 2021Financial
January 2021Other Business Activities
Philip is the sole owner of Strength Internal Strength Eternal, LLC, a fitness services and apparel business, dedicating minimal time during trading hours. He is also a consultant for Ramirez JNL LLC dba Emilio's Flooring, spending about 10-20% of his time on flooring sales and project oversight.
Employment History
Current Registrations
Captrust
Capfinancial Securities, LLC.Broker
Previous Registrations
Apex Clearing CorporationBroker
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Chase Investment Services CORP.Broker
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.