Brendan Phillips is a registered investment advisor at Onlyfunds, based in New York, NY, with 3 years of industry experience. Brendan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 12 clients with $310K in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
OnlyFunds reserves the right to negotiate, reduce or waive the advisory fee for certain Client Accounts.
Fee Estimator
Location
New York, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Brendan works as a Capital Markets Associate at Better Mortgage, developing pricing and eligibility systems for residential mortgages. This activity is not investment-related and takes up a full-time commitment.
Employment History
Current Registrations
Onlyfunds
Previous Registrations
Onlyfunds
State Registrations1 state
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