Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $25.0M | 0.80% |
| $25.0M - $50.0M | 0.60% |
| $50M+ | 0.40% |
Fees may be negotiable on a client-by-client basis. Fees may also be discounted for charitable foundation accounts.
Fee Estimator
Investment Advisory Services are charged as a percentage of assets under management, subject to a minimum annual fee of $200,000. Fees are billed quarterly in arrears. The firm may negotiate alternative fees based on factors like asset amount and complexity. Fees may be discounted for charitable foundation accounts. Family Office Services are charged as a flat annual fee, subject to a minimum of $200,000. Consulting engagements typically range from $10,000 to $500,000. Real estate services are charged at 1.0% of the estimated fair market value of the property, billed quarterly in advance.
Areas of Practice
Advisor Information
Office location
1157 Coast Village Road, Suite A, Montecito, CA, 93108
Get directionsRegulatory History (2)
Customer Dispute
September 2002Customer Dispute
January 2002Other Business Activities
Philip serves as a Director for Calvert Impact Capital in a volunteer capacity since 2016. He serves on the Governance Committee and chairs their Pension Committee, dedicating minimal time to quarterly board meetings.