Phillip James Financial provides financial planning, investment management, and tax planning services. Phillip James aims to help clients achieve their financial goals through a customized plan and investment portfolio. Phillip James focuses on individuals and families who are retired or close to retirement. As a fee-only firm, Phillip James does not sell financial products.
Assets Under Management$200M
Clients117
Advisors2
Avg. per Client$1.7M
Avg. per Advisor$99M
Fee Structure
Minimum Investment:$750K
Planning is included in investment management
Minimum Annual Fee:$12,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $5.0M | 1.00% |
| $5M+ | 0.50% |
As a client, any financial planning and tax planning is included in the asset management fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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