Phillip Mcgrath is a registered investment advisor at Waterstone Financial Advisory LLC, based in Fort Myers, FL, 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 Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 291 clients with $260M 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 $200K | 1.15% |
| $200K - $500K | 1.05% |
| $500K - $1.0M | 0.95% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $4.0M | 0.75% |
| $4.0M - $8.0M | 0.60% |
| $8M+ | 0.45% |
Clients are also charged a platform fee ranging from 0.20% to 0.75% depending on the AssetMark investment solutions used.
Fee Estimator
Location
12597 New Brittany Blvd, Fort Myers, FL, 33907
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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 →Employment History
Current Registrations
Waterstone Financial Advisory LLC
State Registrations1 state
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