Daniel Phillips is a CFA, CFP-designated registered investment advisor at Eversource Wealth Advisors, LLC, based in Birmingham, AL, with 10 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 10 more. Their firm serves 4,338 clients with $5.1B 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 $3.0M | 2.00% |
| $3M+ | 2.00% |
Fees are subject to negotiation and vary among advisors. Rates for assets over $3,000,000 are separately negotiated.
Fee Estimator
Location
3500 Colonnade Parkway, Suite 150, Birmingham, AL, 35243
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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
Eversource Wealth Advisors, LLC
Previous Registrations
Bmss Wesson Wealth Solutions
Bmss Wesson Wealth Solutions
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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