Phylyp Wagner
Phylyp Wagner is a CFP-designated registered investment advisor at LPL Financial LLC, based in Fairfax, VA, with 44 years of industry experience. Phylyp is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
4000 Legato Road, Suite 410, Fairfax, VA, 22033
Get directionsHistory
Regulatory History (2)
Customer Dispute
November 2014Customer Dispute
September 1986Other Business ActivitiesSells Insurance
Phylyp operates several DBAs for his LPL business and provides investment advisory services through Integrated Wealth Concepts, spending about half his time on these activities. He also sells non-variable insurance and owns residential rental property, dedicating minimal time to each.
Employment History
Current Registrations
Integrated Wealth Concepts LLC
LPL Financial LLCBroker
Previous Registrations
Grove Point Advisors, LLC
H. Beck, INC.
Grove Point Investments, LLCBroker
Titan/value Equities Group, INC.Broker
Kavanaugh Securities, INC.Broker
Cardell & Associates, IncorporatedBroker
State Registrations23 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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