Philip Herzberg is a CFP-designated registered investment advisor at Team Hewins, LLC, based in Miami, FL, with 19 years of industry experience. Philip operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Divorce Planning, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 576 clients with $4B 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.30% |
Fees may be negotiable. Includes basic financial planning services. Specific consulting services may require a separate agreement and incur a separate fee.
Fee Estimator
Contact
Philip Herzberg
Location
20200 W Dixie Hwy, Suite 1009, Miami, FL, 33180
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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 Activities
Philip is involved with several professional and non-profit organizations, including the Jewish Community Foundation, Provisors, Greater Boca Raton Estate Planning Council, Collaborative Family Law Institute (CFLI) Miami, CFP Board Ambassador, and The National Financial Education Council Florida Advisory Board. These roles are uncompensated.
Employment History
Current Registrations
Team Hewins, LLC
Previous Registrations
The Lubitz Financial Group
United Capital Financial Advisers
Ladenburg Thalmann Asset Management INC
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.
Exams
Additional Information
I am a featured speaker for local and national organizations, such as the Estate Planning Council, Florida Institute of Certified Public Accountants (FICPA), FPA, United Way, and the Jewish Community Foundation's Professional Advisory Council. I've been honored to be quoted in regional and national media publications, including the Wall Street Journal, USA Today, CNBC, AARP, Kiplinger, Retirement Daily, Morningstar, Barron's, InvestmentNews, Financial Advisor Magazine, Miami Herald, and Sun-Sentinel.