Philip Ellis is a registered investment advisor at Blue Iguana Financial, LLC, based in St. Joseph, MI, 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 High Net Worth, Investment Management. Their firm serves 80 clients with $18M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable. When BIF directs clients to Synergy Asset Management (SAM), BIF's fee split is 1.00% and SAM's fee split is 0.50%, totaling 1.50%.
Fee Estimator
Location
505 Pleasant St, Suite 305, St. Joseph, MI, 49085
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Philip spends nearly full-time at Brittison Financial Group, Inc., which was formed in 2014.
Employment History
Current Registrations
Blue Iguana Financial, LLC
Previous Registrations
Oneseven
Red Oak Capital Management, INC.
Hayden Royal
Dynasty Capital Management, INC
State Registrations2 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.