Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
FIA charges up to 1% annually for asset management, billed monthly in advance. ERISA plan service fees are also capped at 1% annually and are negotiable. Institutional asset management has a $10 million minimum and fees are negotiable. Financial planning is offered hourly at $300/hour or fixed between $3,500 and $10,000. Ongoing financial planning ranges from $1,200 to $24,000 annually, paid monthly in advance. Seminars and workshops are $1,875/day in person and $350/day virtually.
Areas of Practice
Advisor Information
Office location
1800 Jfk Boulevard, Suite 300, Philadelphia, PA, 19103
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No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Philip is the CEO & CCO of Financial Integrity Advisors, LLC, providing pension and investment advisory services, and spends about half his time on business development and compliance supervision. He is also the President & CEO of Financial Integrity Resources Management, LLC, providing financial, benefits, and actuarial consulting, and also offers insurance products as an independent agent, dedicating about 10-20% of his time to this.