Phil Advisors provides investment advisory services to non-profit organizations, foundations, and charities. Phil uses a questionnaire to determine the organization's mission, cash flow requirements, spending needs, and long-term objectives. Phil then uses software to analyze this information to recommend an appropriate investment strategy aligned with either a short-term liquidity strategy or a long-term growth strategy. Clients may place reasonable restrictions on the types of investments held in their portfolios.
Fee Structure
Phil Advisors charges an annual asset management fee based on the value of your account, with a maximum of 2%. The specific fee percentage is based on the size and complexity of your account and is detailed in your advisory agreement.