Philip Bervig is a registered investment advisor at Tcp Asset Management, LLC, based in Phoenix, AZ, 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 Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 2,221 clients with $1.2B 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 | 2.00% |
Fees are negotiable. Additional fees apply when using TCPAM models at Orion Portfolio Solutions or SEI (0.35%) or Pave Investment Advisors Sub-Advised Portfolios (0.40%).
Fee Estimator
Location
1130 N. Tatum Blvd., Suite I-101, Phoenix, AZ, 85028
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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 the Chief Investment Officer and Partner at TCP Asset Management, a registered investment advisor. He is also an insurance representative for fixed insurance sales, a partner in PPBJ LLC for real estate activities, and co-owns real estate with Tara Bervig.
Employment History
Current Registrations
Tcp Asset Management, LLC
United Planners' Financial Services of America a Limited PartnerBroker
Previous Registrations
Five Peaks Financial Consulting, INC.
United Planners' Financial Services of America a Limited Partner
United Planners' Financial Services of America a Limited Partner
Conscient Capital, LLC
Mutual Securities, INC.Broker
Northwestern Mutual Investment Services, LLCBroker
State Registrations26 states
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