Lida Phillips is a registered investment advisor at Alternative Investment Advisors, LLC, based in Maitland, FL, with 2 years of industry experience. Lida operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 1,342 clients with $340M in assets under management.
Compensation
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Fee Structure
AIA manages investment portfolios through Separately Managed Account Programs. The annual fee ranges from 0.25% to 2.50% of the account value, billed quarterly in advance. The fee is based on the market value of your investments at the end of the previous quarter. AIA may deduct the fee directly from your account with your permission.
Location
698 North Maitland Avenue, Suite 101, Maitland, FL, 32751
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Alternative Investment Advisors, LLC
State Registrations1 state
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