Nam Phan is a registered investment advisor at Phan Capital, based in San Antonio, TX, with 6 years of industry experience. Nam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning, Tax Planning. Their firm serves 13 clients with $3.2M 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 $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Location
San Antonio, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Nam is an advanced clinical pharmacist at Methodist Hospital South, dedicating nearly full-time hours to this role. The duties include verifying medication orders and making recommendations on medication therapy.
Employment History
Current Registrations
Phan Capital
State Registrations1 state
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