John Phillips is a CFP-designated registered investment advisor at Northside Capital Management LLC, based in Beaufort, SC, with 23 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 43 clients with $5.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $20.0M | 0.75% |
| $20.0M - $200.0M | 0.50% |
| $200M+ | 0.25% |
Northside has charged different rates in particular circumstances, depending on the services provided, including to employees and affiliates and family members of employees and affiliates.
Fee Estimator
Location
Beaufort, SC
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Northside Capital Management LLC
State Registrations3 states
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