Philip von Gontard, CFA, LLC manages investment portfolios for individuals, trusts, and retirement accounts. The firm tailors its advice to each client's individual needs and goals. Philip von Gontard, CFA, LLC does not receive any financial incentives to buy or sell specific investments. Clients can place restrictions on the types of investments they want to avoid.
Assets Under Management$310M
Clients73
AdvisorsN/A
Avg. per Client$4.3M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.65% |
Fees are negotiated and typically range from 0.35% to 0.65% depending on the size and structure of the relationship.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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