Philipp Capital Advisors provides investment management services where they manage client funds based on individual needs and goals. They primarily advise on stocks, bonds, mutual funds, and ETFs. They also offer ongoing and project-based financial planning services, covering areas like business planning, cash flow management, college savings, estate planning, insurance, retirement planning, risk management, and tax strategies. Philipp Capital Advisors may recommend third-party professionals but does not receive compensation from them.
Assets Under Management$14M
Clients7
Advisors1
Avg. per Client$2M
Avg. per Advisor$14M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.85% |
| $10.0M - $20.0M | 0.75% |
| $20.0M - $35.0M | 0.65% |
| $35.0M - $50.0M | 0.55% |
| $50M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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