Phillips Wealth offers wealth management and financial planning services. They work with individuals, high net worth individuals, families, trusts, estates, and small businesses. Phillips Wealth creates customized investment portfolios using individual stocks, exchange-traded funds, and bonds. They also offer financial planning services covering investment planning, retirement planning, personal savings, education savings, and insurance needs. Phillips Wealth may recommend independent managers for a portion of a client's portfolio.
Fee Structure
Phillips Wealth charges a percentage of your portfolio's value each quarter, paid in advance. The annual fee ranges from 0.35% to 2.00%, depending on the complexity of your situation, the amount of assets managed, and your overall relationship with Phillips Wealth. Accounts under $5,000 will be excluded from the calculation. Fees may be negotiable.