Phillip Hogan is a registered investment advisor at Beacon Hill Wealth Management LTD, based in Victoria, Bc, with 1 years of industry experience. Phillip operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 183 clients with $110M 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 - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.45% |
Fees may be negotiable.
Fee Estimator
Location
1133 Fort Street, Victoria, Bc, V8V 3K9
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Phillip is the president of Atollo Venture Inc., a private Canadian holding company, and spends a few hours per week on investment review, tax, accounting, and bookkeeping. He is also the president of Phil Hogan Inc., a CPA corporation, and spends a few hours per week on bookkeeping.
Employment History
Current Registrations
Beacon Hill Wealth Management LTD
Previous Registrations
Beacon Hill Wealth Management LTD
State Registrations1 state
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