Phillips Financial Management offers financial planning, investment management, an automated investment strategy, retirement plan services, educational services, and private capital services. For certain client assets, Phillips Financial Management may outsource all or a portion of the portfolio management to an unaffiliated investment advisor, who serves as a sub-advisor. Phillips Financial Management tailors its advisory services to the individual needs of clients.
Fee Structure
Phillips Financial Management's annual fees for investment management services are calculated quarterly, in advance, as a percentage of the market value of the assets they manage. The percentages generally range from 0.40% to 1.25%, as set forth in the fee schedule in the client's advisory agreement. Phillips Financial Management generally charges a minimum fee of $500 per quarter. Clients are charged based on a percentage of assets under management with Phillips Financial Management for the automated investment strategy. The maximum annual fee for this service is 1.00%. This fee is negotiable.