Phillip Kohler is a registered investment advisor at Wealth Foundations Partners, LLC, based in Salt Lake City, UT. Phillip operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 313 clients with $100M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WFP manages investment portfolios for a fee based on the value of your portfolio. The fee also includes financial planning at no additional cost. WFP uses third-party platforms like UX Wealth Partners and Castleview Partners for sub-advisory and administrative services. The total fee, including WFP's fee and the platform fee, will not exceed 3% of your portfolio per year. The specific fee is negotiable and agreed to in writing.
Location
50 W Broadway Ste 333, Pbm 181231, Salt Lake City, UT, 84101
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Phillip is an account executive at Domo, selling software to other corporations.
Employment History
Current Registrations
Wealth Foundations Partners, LLC
State Registrations1 state
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