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John Phillips V

Advisor at Red Door Wealth Management, LLC

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Red Door Wealth Management, LLC logo

Firm

Red Door Wealth Management, LLC

Location

Memphis, TN 38120

Credentials

CFP®, CFA®, Series 65

Industry experience

16 years

About

John Phillips is a CFP® and CFA® with 16 years of experience in financial advising. He has been with Red Door Wealth Management, LLC since 2010. Phillips is an owner of RDPF Management Group LLC, which manages several private investment funds affiliated with his firm. Red Door Wealth Management serves individuals, pension and profit-sharing plans, and pooled investment vehicles, offering portfolio management, financial planning, and family office services. The firm provides tailored portfolios using a mix of investment vehicles and sponsors private funds through its subsidiary for qualified investors.

Client services

Based on Red Door Wealth Management, LLC

Financial planning Portfolio management Pension consulting
Family office and wealth planning services, advisory consulting services

Expertise

Based on Red Door Wealth Management, LLC

Private / alternative investments Family Business Business exit / sale strategy General estate planning guidance

Occupation focus

Based on Red Door Wealth Management, LLC

Founder/Business Owner Executive

Fee options

Fixed

Financial planning and advisory consulting fees range from $1,000 to $20,000 annually; Family Office and Wealth Planning fees range from $25,000 to $250,000 annually

Percentage

$0 - $1,000,000: 1.25% $1,000,000 - $2,000,000: 0.75% $2,000,000+: 0.50%

Performance-based

Performance-based fees charged for private investment Funds; fixed portion not to exceed 1% per annum of portfolio equity, payable quarterly in arrears, plus performance-based fees as described in each Fund's offering documents

Location

965 Ridge Lake Blvd, Suite 105

Memphis, TN 38120

Most active in

Tennessee · Texas

Work history

Red Door Wealth Management, LLC

2010 - Present (16 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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