Philip A. Bleier, CPA is a Certified Public Accounting firm that also refers clients to brokers for investment advice. If a client opens a managed account with Morgan Stanley, Philip A. Bleier, CPA receives a portion of the broker's management fee. The firm does not offer investment advice or manage client assets.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Philip A. Bleier, CPA receives 25% of the Morgan Stanley broker's account management fee, which is typically 0.25% of the client's assets managed at Morgan Stanley. This fee is paid by the broker, not the client. Philip A. Bleier, CPA does not receive investment fees from any other brokers or firms.
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