Advisor at Focused Wealth Management, Inc.
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Firm
Focused Wealth Management, Inc.
Location
Newburgh, NY 12550-1911
Credentials
Series 66
Industry experience
25 years
Philip Deangelo is a financial advisor at Focused Wealth Management, Inc. in Newburgh, NY, with 25 years of industry experience. He holds a Series 66 designation and has worked at Securities America, Inc. and Osaic Wealth, Inc. He serves on the investment committee for the foundation of Mount Saint Mary’s College and is the owner of AMK Flour Shop LLC, a local bakery. Focused Wealth Management, Inc. advises individuals, high-net-worth clients, and a variety of institutional and tax-exempt entities. The firm employs a proprietary quantitative screening process and an Investment Selection and Monitoring Committee to guide portfolio management, which typically includes ETFs, equities, mutual funds, and bonds.
Based on Focused Wealth Management, Inc.
Fixed fees for comprehensive financial planning services ranging from $100 to $1,000, negotiable
$0 - $99,999: 1.50% $100,000 - $249,999: 1.40% $250,000 - $499,999: 1.30% $500,000 - $749,999: 1.20% $750,000 - $999,999: 1.10% $1,000,000 - $2,999,999: 1.00% $3,000,000 - $5,999,999: 0.80% $6,000,000 - $9,999,999: 0.60% $10,000,000 - $24,999,999: 0.50% $25,000,000 - $49,999,999: 0.40% $50,000,000+: 0.35%
Commission-based compensation for insurance products sold by representatives
Up to $150 per hour for financial planning and consultations, negotiable
Fee-only: Fixed fees range from $100 to $1,000 per plan, hourly fees up to $150 per hour, negotiable
11 Balmville Rd., Suite 2 North
Newburgh, NY 12550-1911
New York · Texas
OSAIC
2024 - Present (2 years)
Focused Wealth Management, Inc.
2010 - Present (16 years)
Securities America, Inc
2000 - 2024 (24 years)
Passante Associates LLC
2000 - Present (26 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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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