Philip Wallin is a CFP-designated registered investment advisor at Valeo Financial Advisors, LLC, based in Carmel, IN, with 12 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, Education Planning, Estate Planning, Investment Management, and 2 more. Their firm serves 3,037 clients with $11B 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 $7.5M | 0.50% |
| $7.5M - $15.0M | 0.25% |
| $15.0M - $30.0M | 0.13% |
| $30M+ | 0.25% |
Fees are based on net worth. A one-time new client transition fee equal to one full quarterly fee is billed at the inception of the relationship. The minimum annual fee is $10,000. Valeo may discount fees based on unique circumstances or relationships. Valeo Essentials service is offered at 0.50% of the client’s net worth with an annual minimum fee of $2,500.
Fee Estimator
Contact
Philip Wallin
Location
10 W. Carmel Dr Ste 400, Carmel, IN, 46032-3357
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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
Philip works as a Tax Associate at Atlas Financial, an independent CPA firm, since April 2016, assisting with high net worth tax return review. This takes about 10-20% of Philip's time.
Employment History
Current Registrations
Valeo Financial Advisors, LLC
Previous Registrations
Atlas Financial
Verus Financial Partners
Heritage Wealth Advisors
State Registrations3 states
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.