PW
PW

Philip Lee Webb

14 Years of Experience
May Earn Commission
Areas of Practice
Retirement Planning
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
29 clients
Average Client Portfolio
$9.4M average
Assets Under Management
$271.8M

Fee Structure

Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $3.0M0.35%
$3.0M - $7.0M0.20%
$7.0M - $10.0M0.15%
$10.0M - $15.0M0.10%
$15M+0.05%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Minimum Annual Fee:$8,000
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Location

9600 North Mopac, Suite 600, Austin, TX, 78759

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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
Rps Retirement Plan Advisors
April 2022 - Present · 3 yrs 10 mos
Previous Registrations
Richard P. Slaughter Associates, INC.
January 2014 - April 2022 · 8 yrs 3 mos
Interserv, LLC
July 2012 - January 2014 · 1 yr 6 mos
Invesmart Advisors INC
July 2004 - October 2005 · 1 yr 3 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.
Philip Lee Webb - Financial Advisor | TrueAdvisor