How does the advisor help clients – Key Takeaways:
PHIFUND MANAGERS, LLC is a team of financial experts dedicated to helping clients achieve their financial goals. They specialize in providing personalized investment strategies and a wide range of financial services to individuals and businesses.
Facts and Insights
Founded in 2005, PHIFUND MANAGERS, LLC is a registered investment advisor (RIA) with the Securities and Exchange Commission (SEC). They currently manage over $500 million in assets for their clients, and have a team of 10 experienced advisors working diligently to provide exceptional service. With over 15 years of experience in the industry, PHIFUND MANAGERS, LLC has the knowledge and expertise to help clients navigate the ever-changing financial landscape.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered
PHIFUND MANAGERS, LLC offers a comprehensive range of financial services, including investment management, retirement planning, tax planning, estate planning, and risk management. Their investment strategies are tailored to each client’s specific needs and goals, with a focus on long-term growth and risk management.
Client Types
PHIFUND MANAGERS, LLC serves a diverse range of clients, including high net-worth individuals, families, small businesses, and corporations. They work closely with each client to understand their unique financial situation and develop a customized plan to help them achieve their financial objectives.
Fees & Compensation
PHIFUND MANAGERS, LLC operates on a fee-only basis, meaning they do not earn commission on any products or investments they recommend. This allows them to provide unbiased advice and put their clients’ best interests first. Fees are based on a percentage of assets under management and are structured to align with the client’s financial goals.
Background
The team at PHIFUND MANAGERS, LLC is comprised of highly qualified and experienced financial professionals. They hold various certifications, including Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA). This expertise, combined with their dedication to providing personalized service, sets them apart in the financial advisory industry.
Financial Advisor Disclosures to Know
As a registered investment advisor, PHIFUND MANAGERS, LLC is held to a fiduciary standard, meaning they are legally obligated to always act in their clients’ best interests. They have a strict code of conduct and follow strict compliance regulations to ensure the highest level of transparency and integrity in all their dealings.