About PHILLIPS CAPITAL ADVISORS, INC.
Phillips Capital Advisors, Inc. is a premier financial advisory firm that provides a wide range of services to clients looking to achieve their financial goals. With a team of experienced and knowledgeable advisors, they are dedicated to helping their clients make informed decisions about their finances.
How does the advisor help clients – Key Takeaways:
- Provides expert financial advice and guidance
- Offers a wide range of financial services
- Tailors solutions to meet clients’ specific needs and goals
Facts and Insights
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | Over 15 years |
Financial Services Offered
Phillips Capital Advisors, Inc. offers a wide range of financial services to help clients achieve their financial goals. Some of the services they provide include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Education planning
Client Types
Phillips Capital Advisors, Inc. caters to a diverse range of clients, including:
- Individuals and families
- Small business owners
- Corporate executives
- Retirees
- Trusts and estates
Fees & Compensation
The fees and compensation for Phillips Capital Advisors, Inc. vary depending on the services provided and the specific needs of each client. They are transparent about their fees and provide a breakdown of all costs before any services are rendered. This ensures that clients are fully informed and have a clear understanding of the fees associated with their advisory services.
Background
Phillips Capital Advisors, Inc. was founded over 15 years ago with the mission to provide expert financial advice and guidance to clients. Their team of advisors has a wealth of knowledge and experience in the financial industry, allowing them to deliver personalized investment strategies and solutions to their clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, Phillips Capital Advisors, Inc. is required to disclose any potential conflicts of interest and other important information to their clients. They are committed to maintaining transparency and providing clients with all the information they need to make informed decisions about their financial future.