Philip Athey is a CFP-designated registered investment advisor at Apeiron, based in Dallas, TX, with 22 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, Charitable Giving, Divorce Planning, Education Planning, and 6 more. Their firm serves 752 clients with $730M 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 $250K | 1.95% |
| $250K - $500K | 1.85% |
| $500K - $1.0M | 1.75% |
| $1.0M - $2.0M | 1.65% |
| $2M+ | 1.55% |
Fees are generally negotiable.
Fee Estimator
Location
10000 North Central Expressway, Suite 700, Dallas, TX, 75231
Get directionsHistory
Regulatory History (1)
Criminal
March 2000Other Business ActivitiesSells Insurance
Philip may recommend and sell insurance products to clients as an independent insurance agent. The sale of these products accounts for about 10% of his time.
Employment History
Current Registrations
Apeiron
Previous Registrations
Wfg Advisors, LP
Wfg Investments, INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations1 state
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.