Phillip Hart
Phillip Hart is a ChFC-designated registered investment advisor at First Command Advisory Services, based in Ada, OK, with 43 years of industry experience. Phillip is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 113,591 clients with $24B 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 | 1.30% |
| $250K - $500K | 1.15% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Schedule reflects the Partners, Foundations, and Select advisory programs. Other programs like Elite and Premier Income have separate fee schedules. Fees are negotiable for Elite accounts over $5 million.
Fee Estimator
Location
Ada, OK
Get directionsHistory
Regulatory History (3)
Customer Dispute
August 2009Customer Dispute
April 2008Customer Dispute
January 2008Employment History
Current Registrations
First Command Advisory Services
First Command Brokerage Services, INC.Broker
Previous Registrations
Transamerica Financial Advisors, INCBroker
TD Ameritrade, INC.Broker
Allstate Financial Services, LLCBroker
1st Discount Brokerage, INC.Broker
H.D. Vest Investment ServicesBroker
High Mark Securities, INC.Broker
Southwest Securities, INC.Broker
Intersecurities, INC.Broker
Capital Brokerage CorporationBroker
Mutual of Omaha Investor Services, INC.Broker
H.D. Vest Investment Securities, INC.Broker
Travelers Equities Sales, INC.Broker
State Registrations51 states
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.