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Credentials
Series 65
Experience Industry experience
2 years
Location
Remote
Beacon Hill Wealth Management LTD
Team
Total advisors
5Clients per advisor
36 LowAvg AUM per client
$825,305 TypicalHNW client ratio
24% LowPhillip Hogan is a financial advisor with Beacon Hill Wealth Management Ltd., holding a Series 65 designation and two years of industry experience. He previously worked at Hutcheson and Co. LLP for 18 years and currently serves as president of Atollo Ventures Inc., a private Canadian holding company, and Phil Hogan Inc., a CPA corporation. Beacon Hill Wealth Management Ltd. provides investment advisory and portfolio management services to individuals, trusts, and estates, specializing in model portfolios that utilize ETFs, mutual funds, and fixed-income securities with a focus on fundamental analysis, Modern Portfolio Theory, and ESG factors.
$1 - $2,000,000: 1.00% $2,000,001 - $4,000,000: 0.75% $4,000,001 - $10,000,000: 0.50% $10,000,001+: 0.45%
Account minimum: $2,000,000
Texas
2 years of industry experience
Beacon Hill Wealth Management LTD
2024 - Present • 2 years
Victoria Bc
Atollo Ventures Inc.
2015 - Present • 11 years
Mill Bay Bc
Hutcheson and Co. LLP
2005 - 2023 • 18 years
Victoria Bc
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
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Broker-dealer / trader
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Bank
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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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