Philip Naylor is a registered investment advisor at Grandeur Peak Global Advisors, based in Salt Lake City, UT, with 4 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, High Net Worth, Investment Management. Their firm serves 17 clients with $3.8B 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 | 0.70% |
Fees vary significantly by product and strategy. Standard separately managed account strategies range from 0.70% to 1.15% annually. Private investment funds range from 0.85% to 1.25%. Mutual fund annual fees range from 0.75% to 1.50%. Certain large institutional accounts have negotiated performance-based fee structures.
Fee Estimator
Location
136 S Main St, Ste 720, Salt Lake City, UT, 84101
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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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Philip is a co-owner of Storier, LLC, a premium audiobook, podcast, and music platform for children, since June 2020. He spends minimal time on this non-investment-related activity.
Employment History
Current Registrations
Grandeur Peak Global Advisors
State Registrations1 state
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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