Philip Vergunst
Philip Vergunst is a CFA-designated registered investment advisor at Fifth Third Wealth Advisors LLC, based in Grand Rapids, MI, 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 Alternative Investments, Charitable Giving, Estate Planning, High Net Worth, and 3 more. Their firm serves 1,498 clients with $7.8B 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% |
Rates shown are for accounts holding equity, cash, and mixed assets. Fixed income and cash-only accounts are charged 0.50% up to $5M and 0.375% over $5M. All accounts are subject to a $7,500 minimum annual fee. Fees are negotiable.
Fee Estimator
Location
111 Lyon Street, Grand Rapids, MI, 49503
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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
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.
Exams
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