Advisor at Hollow Brook Wealth Management LLC
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Firm
Hollow Brook Wealth Management LLC
Location
Katonah, NY 10536
Credentials
Series 65, Series 66
Industry experience
1 year
Philip Richter is a financial advisor at Hollow Brook Wealth Management LLC with Series 65 and Series 66 credentials and one year of industry experience. He has been with Hollow Brook Wealth Management since 2007. Outside of his advisory role, Philip co-owns Coker Farm, a working horse farm in Bedford, NY, and serves on the boards of several equestrian organizations and foundations. Hollow Brook Wealth Management provides comprehensive wealth management and consulting services to individuals, families, family offices, trusts, foundations, and other institutions. The firm employs a top-down macro approach combined with research-driven bottom-up security selection, managing concentrated long-only portfolios and offering policy mandates tailored to client objectives.
Based on Hollow Brook Wealth Management LLC
Based on Hollow Brook Wealth Management LLC
Based on Hollow Brook Wealth Management LLC
Based on Hollow Brook Wealth Management LLC
$0+: 0.75% to 1.75% annually on publicly-traded securities assets managed internally by Hollow Brook $0+: 0.75% to 1.15% annually (75 to 115 basis points) flat fee on assets allocated to private funds and third-party managers
Performance-based fees charged only on investments in one-off special situation investments, typically as incentive fees upon exit; fees are negotiated case-by-case
Account minimum: $1,000,000
152 Bedford Road
Katonah, NY 10536
New York · Texas
Hollow Brook Wealth Management LLC
2007 - Present (19 years)
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