Advisor at Vincimus Capital, LLC
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Firm
Vincimus Capital, LLC
Location
Jacksonville, FL 32216
Credentials
Series 63, Series 65
Industry experience
3 years
Morgan Phillips is a financial advisor at Vincimus Capital, LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Finch Investment Group, Hancock Whitney, and Black Diamond Performance Reporting, LLC. Outside of his advisory role, Phillips is a member of GP Jax Surf LLC, involved in managing the development of a surf precinct and wave pool in Jacksonville, FL. Vincimus Capital provides financial planning, asset management, retirement plan consulting, and investment advice to individuals, high net worth clients, business owners, family offices, and certain institutional plans. The firm emphasizes tactical diversification and custom asset allocation, combining traditional and alternative investments selected through a proprietary due diligence model.
Based on Vincimus Capital, LLC
Based on Vincimus Capital, LLC
Fixed fee for financial planning and consulting services, not to exceed $20,000.
$0 - $1,000,000: 1.50% $1,000,001+: 1.00%
Hourly consulting fees generally range from $250 to $500 per hour based on scope and professional.
Account minimum: $1,000,000 Minimum fee: Financial planning fees generally include a set fee, not to exceed $20,000 for a written financial plan and consultation services. Fee-only: Financial planning fixed fees up to $20,000; investment consulting fixed fees generally range from $5,000 to $50,000; hourly consulting fees range from $250 to $500 per hour.
7077 Bonneval Rd, Suite 610
Jacksonville, FL 32216
California · Florida
Vincimus Capital, LLC
2022 - Present (4 years)
Finch Investment Group
2018 - 2022 (4 years)
Hancock Whitney
2016 - 2018 (2 years)
Black Diamond Performance Reporting, LLC
2009 - 2016 (7 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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