Philip Moran
Philip Moran is a CFP, ChFC-designated registered investment advisor at Portfolio Advisory Council,l.l.c., based in Houston, TX, with 27 years of industry experience. Philip operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 542 clients with $470M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.20% |
For accounts over $1 million, the fee may be negotiable.
Fee Estimator
Location
3 Greenway Plaza, Suite 1776, Houston, TX, 77046
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Philip is an advisor at Portfolio Advisory Council, LLC, managing client assets, and an independent insurance agent selling fixed insurance products. He also serves as principal for PVM Portfolio Advisory, Inc., and holds board and committee positions at SMU Cox School of Business, AESC, and KU Alumni Association.
Employment History
Current Registrations
Portfolio Advisory Council,l.l.c.
Previous Registrations
Mutual Securities, INC.Broker
Cambridge Investment Research, INC.Broker
Portfolio Advisory Council,l.l.c.
MML Investors Services, INC.
MML Investors Services, INC.Broker
State Registrations2 states
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.