Nam Phan
Advisor at Phan Capital
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Phan Capital
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Nam Phan is the principal of Phan Capital and holds a Series 65 designation with six years of industry experience. He has worked at Phan Capital Management, LLC since 2019 and concurrently serves as an advanced clinical pharmacist at Methodist Hospital South, a role he has held since 2017. Phan Capital provides comprehensive wealth management, discretionary portfolio management, and financial planning services to individual clients and certain businesses. The firm’s investment approach emphasizes diversified allocations using mutual funds and ETFs, tailoring strategies to each client and managing accounts on a discretionary basis.
Comprehensive financial planning: upfront fee $500; ongoing financial planning fees $6,000 annually billed monthly
$0 - $500,000: 1.0% $500,001 - $1,000,000: 0.75% $1,000,001+: 0.50%
$250 per hour, negotiable
Account minimum: No minimum stated, but firm reserves right to terminate accounts deemed too small to manage effectively Fee-only: Fee-only firm; compensated solely by professional fees received directly from clients; no commissions or referral fees
San Antonio, TX
Texas
Phan Capital Management, LLC
2019 - Present (7 years)
Phan Capital Management, LLC
2019 - Present (7 years)
Methodist Hospital South
2017 - Present (9 years)
South Texas Regional Medical Center
2013 - 2017 (4 years)
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