Phillips Advisors offers investment advice through its representatives. Services include the Investor Advantage Program (a wrap fee program), other wrap fee managed portfolios, and advisor-directed investment management accounts. Phillips Advisors also provides access to Lockwood Capital Management programs. Fees are negotiable and based on assets under management and the complexity of the client's situation.
Assets Under Management$2.3B
Clients1,525
Advisors13
Avg. per Client$1.5M
Avg. per Advisor$180M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.95% |
| $2.0M - $3.0M | 1.40% |
| $3.0M - $5.0M | 1.25% |
| $5M+ | 1.05% |
Fees are negotiable. Some accounts will be charged 10% of the growth in the account balance.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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