Advisor at Phillips Ray Capital Management, Inc.
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Firm
Phillips Ray Capital Management, Inc.
Location
Fort Worth, TX 76107
Credentials
Series 63
Industry experience
28 years
Brian Phillips is the sole advisor at Phillips Ray Capital Management, Inc., an independent registered investment adviser based in Fort Worth, TX. He holds a Series 63 designation and has 28 years of industry experience. Phillips has been with his firm since its founding in 2002. Phillips Ray Capital Management serves approximately 98 clients, managing about $59.5 million in assets. The firm provides discretionary portfolio management and consulting services to individuals and certain institutional clients, employing both fundamental and technical analysis to tailor portfolios according to client objectives, risk tolerance, and liquidity needs.
Based on Phillips Ray Capital Management, Inc.
Based on Phillips Ray Capital Management, Inc.
$0 - $250,000: 1.6% $250,001 - $500,000: 1.2% $500,001 - $1,000,000: 0.90% $1,000,001 - $1,500,000: 0.70% $1,500,001+: 0.60%
5% of net profits on realized gains from non-discretionary consulting investments for qualified clients, charged only when the investment is sold
Account minimum: $250,000 Fee-only: 0.50% annually for Income strategy and Consulting Services
2727 W 7 Th Street, Suite 220
Fort Worth, TX 76107
Texas
Phillips Ray Capital Management, Inc.
2002 - Present (24 years)
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CFP®
Fort Worth, TX
Waymaker Financial Planning
Michelle Vargas, Certified Financial Planner™ is the President of Waymaker Financial Planning, a Fee-Only firm that provides transparent and accessible financial guidance. She enjoys helping clients navigate and plan all aspects of their financial life so that they will worry less about their future and free up more time to spend doing what they love. After earning a degree in Finance from the University of Southwestern Louisiana in 1990, she moved to Florida and started her career with Harcourt Brace Publishing. Her journey into personal finance began when she signed up for her 401K and wanted to learn about additional options to plan for retirement. This eventually led to working as a financial advisor and completing the extensive education requirements for becoming a CFP® in 1998. She believes her experience as a young professional searching for unbiased advice enables her to better serve Gen XY professionals because she remembers what it was like being in their shoes. As a former homeschool parent and the wife of a federal employee, she is passionate about helping women, homeschool families, and federal workers plan wisely for a comfortable financial future. In her spare time, she enjoys hiking in Colorado, barbecuing with family, and working in her garden.
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