Phillip Lorenzon
Phillip Lorenzon is a registered investment advisor at Duke and Duke Wealth Management LLC, based in Doylestown, PA, with 11 years of industry experience. Phillip 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 208 clients with $45M 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 | 1.00% |
Fees are negotiable based on the investment adviser representative providing the services, the type of client, the complexity of the client's situation, the composition of the client's account, the potential for additional account deposits, the relationship of the client with the investment adviser representative, and the total amount of assets under management for the client.
Fee Estimator
Location
3359 Durham Road, Suite 100, Doylestown, PA, 18902
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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 →Employment History
Current Registrations
Duke and Duke Wealth Management LLC
Previous Registrations
Great Valley Advisor Group, INC.
LPL Financial LLCBroker
Tlg Advisors, INC.
The Leaders Group, INC.Broker
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
State Registrations2 states
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