| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.30% |
Discounts may be negotiated.
20200 W Dixie Hwy, Suite 1009, Miami, FL, 33180
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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 →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.
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.