Advisor at Aprio Wealth Management, LLC
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Firm
Aprio Wealth Management, LLC
Location
Matthews, NC 28105
Credentials
Series 65
Industry experience
7 years
Phillipe Toupin is a financial advisor at Aprio Wealth Management, LLC with seven years of industry experience. He holds a Series 65 credential and has worked at Aprio-affiliated firms since 2020. Prior to that, he was with Jones Gregg Financial, LLC and Business Acquisition & Merger Associates. Outside of his advisory role, he is also an insurance agent with Aprio Risk Management, LLC. Aprio Wealth Management serves individuals, qualified retirement plans, trusts, estates, charitable organizations, and business entities, offering portfolio management, financial planning, and consulting services. The firm manages approximately $2.64 billion across a multi-advisor team and provides tailored investment programs using a variety of strategies, supported by an integrated referral and service model through its affiliation with Aprio LLP and related plan-service affiliates.
Based on Aprio Wealth Management, LLC
Financial Planning fees charged at fixed rates mutually agreed upon; reporting services charged at 0.25% annually of assets included
$0 - $250,000: $2,500 fixed annual fee $250,001 - $2,499,999: 1.00% annually $2,500,000 - $4,999,999: 0.75% annually $5,000,000 - $9,999,999: 0.50% annually $10,000,000+: Negotiated
Hourly fee arrangements available for some advisory and consulting services; specific rates negotiated per client
Account minimum: $250,000 Minimum fee: $2,500 minimum annual fee may apply Fee-only: Management fees based on asset tiers; financial planning fees at fixed rates; consulting fees charged at fixed or hourly rates
212 West Matthews Street, Suite 102
Matthews, NC 28105
North Carolina · Texas
Aprio Risk Management, LLC
2020 - Present (6 years)
Aprio Advisory Group
2020 - Present (6 years)
Aprio Wealth Management, LLC
2020 - Present (6 years)
Jones Gregg Financial, LLC
2018 - 2019 (1 year)
Jones Gregg Financial, LLC
2018 - 2019 (1 year)
Jones Gregg Financial, LLC
2017 - 2018 (1 year)
Business Acquisition & Merger Associates
2016 - 2017 (1 year)
Cold Call Marketing, Inc.
2014 - 2018 (4 years)
University of North Carolina At Charlotte
2013 - 2017 (4 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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