Philip Gordon is a registered investment advisor at Altman Advisors, based in Chicago, IL, with 2 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, High Net Worth, Investment Management, and 2 more. Their firm serves 183 clients with $430M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Altman Advisors manages investments through wrap fee programs, where you pay a single fee covering advisory services and transaction costs. The annual investment management fee ranges from 0.50% to 1.50% of your account value. The exact fee is negotiable and depends on the services you receive and the amount of assets in your account. Financial planning is included in the Wrap Family Office Services, but is a separate fee for the Wrap Asset Management Service.
Location
233 S Wacker Dr., Suite 9750, Chicago, IL, 60606
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Regulatory History (2)
Financial
July 2022Financial
March 2022Other Business Activities
Philip is the sole proprietor of Pretty Big Orange, LLC, a short-term rental business, since 2021. He spends minimal time on this activity.
Employment History
Current Registrations
Altman Advisors
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.