Philip Gephart is a registered investment advisor at Cannon Advisors, based in Charlotte, NC, with 2 years of industry experience. Philip operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 220 clients with $140M 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 $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 0.90% |
Fees are negotiable. Accounts under $100,000 are charged an additional $50 technology fee annually.
Fee Estimator
Location
2108 South Boulevard, Suite 200, Charlotte, NC, 28203
Get directionsHistory
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 the owner and fitness director of Workout Anytime in Camden, SC since January 2024. This non-investment related activity takes about 10-20% of his time.
Employment History
Current Registrations
Cannon Advisors
Previous Registrations
Tiaa-Cref Individual & Institutional Services, LLCBroker
Northwestern Mutual Investment Services, LLCBroker
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.