Phillip Wildes
Phillip Wildes is a registered investment advisor at Arroyo Investment Group, LLC, based in Littleton, CO, with 2 years of industry experience. Phillip 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, Investment Management, and 2 more. Their firm serves 330 clients with $250M 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 $250K | 1.00% |
| $250K - $1.0M | 0.80% |
| $1.0M - $5.0M | 0.65% |
| $5M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Location
Littleton, CO
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Phillip works full-time at 49 Wealth Management, providing advice to clients. He also dedicates minimal time to selling fixed/traditional insurance products and solicits new clients for Arroyo Investment Group, taking nearly full-time hours combined.
Employment History
Current Registrations
Arroyo Investment Group, LLC
Capital Research Brokerage Services, LLCBroker
Capital Research Brokerage Services, LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
State Registrations1 state
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