PC
CFP
PC
CFP
Phillip Couture
44 Years of Experience
Sarasota, FL
1 DisclosureMay Earn CommissionSells Insurance
Phillip Couture is a CFP-designated registered investment advisor at Couture Financial INC., based in Sarasota, FL, with 44 years of industry experience. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 47 clients with $27M in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
47 clients
Average Client Portfolio
$581K average
Assets Under Management
$27.3M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.75% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.5M | 1.00% |
| $3.5M+ | 0.90% |
Advisory fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
1800 2nd St., Suite 881, Sarasota, FL, 34236-5988
Get directionsHistory
Regulatory History (1)
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Regulatory
October 2015Final
Other Business ActivitiesSells Insurance
Phillip has been an independent insurance agent since 1986, selling and servicing insurance products through unaffiliated issuers. This activity takes about 10-20% of his time.
Employment History
Current Registrations
Couture Financial INC.
June 2005 - Present · 20 yrs 11 mos
Previous Registrations
Mercury Securities, LLCBroker
January 2015 - October 2015 · 9 mos
Calton & Associates, INC.Broker
January 2009 - December 2014 · 5 yrs 11 mos
Sigma Financial CorporationBroker
March 1995 - December 2008 · 13 yrs 9 mos
Meridian Associates, INC.Broker
February 1991 - October 1991 · 8 mos
Ameritrust Equities, INC.Broker
September 1987 - September 1988 · 1 yr
Consolidated Investment Services, INC.Broker
November 1983 - February 1995 · 11 yrs 3 mos
University Securities CorporationBroker
July 1981 - November 1983 · 2 yrs 4 mos
State Registrations1 state
FL
Advisor
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
No exam information available for this advisor.