Colin Philips is a CFP-designated registered investment advisor at Cast Member Financial LLC, based in Ocoee, FL, with 9 years of industry experience. Colin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 16 clients with $2.8M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment management is available for clients participating in ongoing financial planning.
- If you have less than $250,000 in managed assets, investment management of up to $250,000 is included without an additional fee.
- If you have more than $250,000 in managed assets, CMF charges 1.00% of the account value. Ongoing financial planning is included without an additional fee.
Fees are paid monthly in advance. If CMF uses an outside manager, the above fee schedule does not include the outside manager's fee. At no point will the combined fee charged to the client exceed 2% of assets under management.
Contact
Colin Philips
Location
Ocoee, FL
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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
Cast Member Financial LLC
Previous Registrations
Truist Advisory Services, INC.
Truist Investment Services, INC.Broker
Madison Avenue Securities, LLCBroker
Ae Wealth Management, LLC
Schwab Private Client Investment Advisory, INC.
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
State Registrations1 state
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.
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