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Philip Tetley

23 Years of Experience

Philip Tetley is a registered investment advisor at Tetley Investments, LLC, based in Park Ridge, IL, with 23 years of industry experience. Philip operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 172 clients with $190M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
172 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$193.9M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

444 N Northwest Hwy., Suite 245, Park Ridge, IL, 60068

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Tetley Investments, LLC
July 2012 - Present · 13 yrs 9 mos
Previous Registrations
Robert W. Baird & CO. Incorporated
March 2009 - July 2012 · 3 yrs 4 mos
Northern Trust Securities, INC
March 2002 - March 2009 · 7 yrs
State Registrations2 states
ILTX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Philip Tetley - Financial Advisor | TrueAdvisor