Philippe-Joseph Eustache
Philippe-Joseph Eustache is a registered investment advisor at Prive Wealth Management, based in Grayson, GA, with 5 years of industry experience. Philippe-Joseph 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, High Net Worth, and 4 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
For business owners, personal and business accounts can be combined for tier determination using the business tier structure: Combined under $3M: 1.00%. Combined $3M–$9.99M: 0.75%. Combined $10M+: 0.50%. Privé Heritage clients pay a flat annual fee that includes investment management up to a defined AUM cap, with a 0.35% overage rate on assets managed above the cap.
Fee Estimator
Location
1702 Sweet Barley Way, Grayson, GA, 30017
Get directionsHistory
Regulatory History (1)
Financial
January 2018Employment History
Current Registrations
Prive Wealth Management
Previous Registrations
Edward Jones
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Merrill Lynch, Pierce, Fenner & Smith Incorporated
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J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
MML Investors Services, LLC
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Morgan Stanley
Morgan StanleyBroker
State Registrations1 state
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