Client1st Advisors
Client1st Advisors
Clearwater, FL 33756
Clearwater, FL 33756
Categories: Financial Advisors, Financial Planning Consultants
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Interview Q&A
How long have you been in business?
Craig Phillips, CFP, Managing Partner, has been in the business since 1990. Client 1st Advisors registered with the SEC as a Registered Investment Advisor (RIA) in 2001.
What is your primary product or service?
Investment Management and Wealth Planning for the High Net Worth investor.
How did you first become interested in your line of business? (if owner) - What is your background? (If owner or store manager)
My background is in consulting, working in early years in cost studies for the oil, gas and alternative fuels industry.
How do you differentiate yourself from other businesses in your category and area?
$1 million new account minimum. Small, select client base allows for a high level of services demanded by the high net worth investor. Risk managment and broader diversification differentiates our investment solutions.
How many locations do you have and do you have plans to expand?
We serve clients in the Tampa Bay area and in a number of other states from our Clearwater, FL offices.
Provide detailed directions to your location
611 Druid Road East, Suite 707, Clearwater, FL. Just south of downtown Clearwater. Appointments only. Call 727 450 2301.
What type of payments do you accept?
We withdraw our annual fee on a quarterly basis from our clients' brokerage accounts.
Which areas do you service?
We have clients from Tampa, FL to Park City, Utah.
Who owns your company or runs daily operations?
Craig Phillips, CFP is the Managing Partner.
What are your hours of operation?
8:30 AM - 5:00 PM Monday - Thursday; 8:30 AM - 4:00 PM Fridays.
Craig Phillips, CFP, Managing Partner, has been in the business since 1990. Client 1st Advisors registered with the SEC as a Registered Investment Advisor (RIA) in 2001.
What is your primary product or service?
Investment Management and Wealth Planning for the High Net Worth investor.
How did you first become interested in your line of business? (if owner) - What is your background? (If owner or store manager)
My background is in consulting, working in early years in cost studies for the oil, gas and alternative fuels industry.
How do you differentiate yourself from other businesses in your category and area?
$1 million new account minimum. Small, select client base allows for a high level of services demanded by the high net worth investor. Risk managment and broader diversification differentiates our investment solutions.
How many locations do you have and do you have plans to expand?
We serve clients in the Tampa Bay area and in a number of other states from our Clearwater, FL offices.
Provide detailed directions to your location
611 Druid Road East, Suite 707, Clearwater, FL. Just south of downtown Clearwater. Appointments only. Call 727 450 2301.
What type of payments do you accept?
We withdraw our annual fee on a quarterly basis from our clients' brokerage accounts.
Which areas do you service?
We have clients from Tampa, FL to Park City, Utah.
Who owns your company or runs daily operations?
Craig Phillips, CFP is the Managing Partner.
What are your hours of operation?
8:30 AM - 5:00 PM Monday - Thursday; 8:30 AM - 4:00 PM Fridays.
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