Benjamin Philips is a CFP-designated registered investment advisor at Strata Wealth Advisors, LLC, based in Sunnyvale, TX, with 2 years of industry experience. Benjamin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 263 clients with $930M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Strata Wealth Advisors charges a percentage of the market value of your investments, ranging from 0.30% to 1.25% annually. The exact fee depends on the amount of your assets under management. Fees are calculated quarterly, in advance, based on the market value of your investments on the last business day of the previous quarter.
Strata offers two service models under the Comprehensive Advisory Agreement: Enhanced Financial Planning Services with a minimum annual fee of $15,000, and Essential Wealth Management Services with a minimum annual fee of $3,000. If you are subject to an annual minimum fee, you may pay a higher percentage fee than outlined in the agreement.
Location
Sunnyvale, TX
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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.
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Benjamin owns rental properties in Sunnyvale, TX, and is involved in property management. This activity, which is not investment-related, requires minimal time.
Employment History
Current Registrations
Strata Wealth Advisors, LLC
Previous Registrations
Charles Schwab & CO., INC.Broker
State Registrations1 state
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