Philip Nisonger is a registered investment advisor at Safe Money INC., based in San Jose, CA, with 50 years of industry experience. Philip operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 50 clients with $23M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable. Minimum account size is $25,000, but may be waived.
Fee Estimator
Location
1515 Lincoln Ave, San Jose, CA, 95125
Get directionsHistory
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
Philip owns Anomalous Business Systems Inc., offering tax preparation, accounting, and real estate agent services, dedicating about half of his time. He is also an independent insurance agent with HD Vest Insurance Agency Inc., spending about 10-20% of his time on insurance sales.
Employment History
Current Registrations
Safe Money INC.
Previous Registrations
Hd Vest Investment ServicesBroker
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Foothill Securities, INC.Broker
Securities America, INC.Broker
Buttonwood Securities, INC.Broker
Cornwall Securities, INC.Broker
To-It, LTD.Broker
De Haydu Investment Securities, INC.Broker
Hartford Equity Sales Company INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.