Phillip Afif is a registered investment advisor at Royal Oak Financial Advisors, LLC, based in Royal Oak, MI, 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 Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 765 clients with $370M 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 | 2.00% |
| $1M+ | 1.25% |
Management fee is negotiable.
Fee Estimator
Location
1709 Crooks Road, Royal Oak, MI, 48067
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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 Activities
Phillip is a limited partner in Sodeco Limited Partnership, a real estate/construction company, since 2012. While the partnership still exists, Phillip is not actively engaged.
Employment History
Current Registrations
Royal Oak Financial Advisors, LLC
State Registrations1 state
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