Philip
Dortch
Aspire Private Wealth Counsel, LLC
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About this Advisor
Philip Dortch is a financial advisor based in Knoxville, Tennessee, working with Aspire Private Wealth Counsel, LLC. Philip has previously held positions at Vmc Facilities, LLC, Aspire Private Wealth Counsel, LLC, and Visionary Horizons Wealth Management Group, LLC. Philip has passed the Series 63 regulatory exam and is registered to provide services in Tennessee. Currently, Philip is part of Aspire Private Wealth Counsel, LLC, which operates out of Knoxville, Tennessee. The firm has 7 employees and manages assets totaling $129.4 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and other services. The fee structure at Aspire Private Wealth Counsel, LLC includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
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Aspire Private Wealth Counsel, LLC Brokerage Details
$129,443,311
7
216
$599,275
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Philip Dortch Work History
Aspire Private Wealth Counsel, LLC
Vmc Facilities, LLC
Aspire Private Wealth Counsel, LLC
Visionary Horizons Wealth Management Group, LLC
Disclosures
Please visit the SEC profile of Philip Dortch to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Aspire Private Wealth Counsel, LLC
Knoxville, TN
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