Phibbs Financial provides investment management services where they manage client investments based on their goals and risk tolerance. They also offer estate planning services, providing education and assistance in gathering information for estate plans. Additionally, Phibbs Financial offers financial planning and consulting services, creating comprehensive financial plans that cover financial goals, retirement strategy, investment planning, and tax reduction strategies. Seminars and workshops are also offered to educate the public.
Assets Under Management$24M
Clients80
Advisors1
Avg. per Client$300K
Avg. per Advisor$24M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.75% |
The annual fee may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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