Hammish Philip
Hammish Philip is a CFP, ChFC-designated registered investment advisor at Bankers Life Advisory Services, INC., based in West Palm Beach, FL, with 11 years of industry experience. Hammish operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 11,822 clients with $1.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Bankers Life Advisory Services (BLAS) charges an annual fee for managing your investment portfolio, ranging from 0.50% to 2.5% of the portfolio's value. This fee is negotiable. The fee is deducted from your account quarterly in advance.
Location
1601 Belvedere Road Ste 301 South, West Palm Beach, FL, 33401
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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 ActivitiesSells Insurance
Hammish is a director for the Boca Raton Humane Society Foundation and an insurance sales agent for Bankers Life and Casualty Company, dedicating nearly full-time hours to the latter. He also owns Sunshine Investment and Insurance Services, LLC, Philip Holdings, LLC, a farming enterprise, and an Air B&B.
Employment History
Current Registrations
Bankers Life Advisory Services, INC.
Bankers Life Securities, INC.Broker
Previous Registrations
Investment Advisors
Proequities, INC.Broker
State Registrations18 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.