Philip Vergunst is a CFA-designated registered investment advisor at Fifth Third Wealth Advisors LLC, based in Cincinnati, OH, with 5 years of industry experience. Philip operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 1,333 clients with $6.1B 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 $5.0M | 1.00% |
| $5M+ | 0.60% |
Fee reductions based on breakpoints apply only to the portion of assets exceeding the relevant fee tier. FTWA may, at its discretion, aggregate assets across a Client household’s eligible accounts to qualify for breakpoint discounts. FTWA, at its sole discretion, may negotiate fees based upon certain criteria.
Fee Estimator
Location
38 Fountain Square Plaza, Cincinnati, OH, 45263
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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.
Learn about disclosures →Other Business Activities
Philip is an owner/partner in Ada Companies, LLC and Beckley Farms, LLC, both real estate investment companies focused on buying, selling, and renting real estate. He spends minimal time on each company, finding opportunities and managing tenants.
Employment History
Current Registrations
Fifth Third Wealth Advisors LLC
Previous Registrations
Mainstreet Advisors
State Registrations2 states
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