Philip Hecker
Philip Hecker is a registered investment advisor at HUB Investment Partners, LLC, based in Carlsbad, CA, with 8 years of industry experience. Philip operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 6,127 clients with $12B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $7.0M | 0.75% |
| $7.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees for accounts over $10,000,000 are negotiable.
Fee Estimator
Location
5973 Avenida Encinas #202, Carlsbad, CA, 92008
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2016Other Business Activities
Philip operates under the DBA GRP Financial for his LPL business and provides administrative support to Global Retirement Partners, an independent investment advisor firm, dedicating nearly full-time hours to this. He also works as a representative for HUB International, dedicating full-time hours to this role.
Employment History
Current Registrations
HUB Investment Partners, LLC
Global Retirement Partners LLC
Previous Registrations
LPL Financial LLCBroker
Gwfs Equities, INC.Broker
MML Distributors, LLCBroker
T. Rowe Price Investment Services, INC.Broker
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.
Exams
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