Phillips Financial Strategies (PFS) provides investment management based on individual client goals and risk tolerance. PFS creates an Investment Policy Statement for each client. PFS offers financial planning covering investment planning, insurance, tax, retirement, college, and debt/credit planning. PFS primarily recommends equities and ETFs.
Assets Under Management$84M
Clients93
Advisors1
Avg. per Client$900K
Avg. per Advisor$84M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $150K | 1.75% |
| $150K - $300K | 1.50% |
| $300K - $600K | 1.35% |
| $600K - $1.3M | 1.20% |
| $1.3M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.89% |
| $5M+ | 0.79% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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