PH
CFP
PH
CFP

Phillip Hulme

4 Years of Experience
Douglasville, GA

Phillip Hulme is a CFP-designated registered investment advisor at Stars & Stripes Financial Advisors, based in Douglasville, GA, with 4 years of industry experience. Phillip operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Federal Employees, Financial Planning & Coaching, and 5 more. Their firm serves 20 clients with $530K in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
20 clients
Average Client Portfolio
$26K average
Assets Under Management
$529K

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K0.85%
$500K - $1.0M0.75%
$1.0M - $5.0M0.65%
$5.0M - $25.0M0.55%
$25M+0.45%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Contact

PH
Phillip Hulme

Location

Douglasville, GA

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Stars & Stripes Financial Advisors
January 2022 - Present · 4 yrs 4 mos
State Registrations4 states
FLGANCTX
Advisor

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
No exam information available for this advisor.
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Contact
Phillip Hulme