Philip Hackleman is a CFA-designated registered investment advisor at Tiempo Capital Partners, based in Miami, FL, with 6 years of industry experience. Philip operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 26 clients with $510M 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 $10.0M | 0.90% |
| $10.0M - $30.0M | 0.70% |
| $30.0M - $50.0M | 0.60% |
| $50.0M - $100.0M | 0.50% |
| $100.0M - $250.0M | 0.40% |
| $250M+ | 0.30% |
Fees may be negotiable.
Fee Estimator
Location
2665 S Bayshore Drive, Suite 440, Miami, FL, 33133
Get directionsHistory
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 →Other Business Activities
Philip works as a consultant for Beyond Med, providing general business advisory related to medical plans. This takes a few hours per week during non-trading hours.
Employment History
Current Registrations
Tiempo Capital Partners
Previous Registrations
Lion Capital Advisors LLC
Octogone Na
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.