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Michael Perkins Phipps

NEW REPUBLIC CAPITAL, LLC·CHARLOTTE, North Carolina
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521 EAST MOREHEAD STREET, CHARLOTTE, NC 28202CRD# 6406861Firm CRD# 310907
01

About

Michael Perkins Phipps is a registered financial advisor based in CHARLOTTE, North Carolina, affiliated with NEW REPUBLIC CAPITAL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
03

Firm Overview

Firm
NEW REPUBLIC CAPITAL, LLC
NEW REPUBLIC PARTNERS
AUM
$2.3B
Regulatory assets under management
Employees
29
Total firm employees
View all advisors at NEW REPUBLIC CAPITAL, LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 6406861
Firm CRD# 310907
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Michael Perkins Phipps offer?
Michael Perkins Phipps specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in CHARLOTTE, North Carolina for a consultation.
What are Michael Perkins Phipps's credentials?
Michael Perkins Phipps is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael Perkins Phipps located?
Michael Perkins Phipps is based in CHARLOTTE, North Carolina, working with NEW REPUBLIC CAPITAL, LLC. Their office serves clients in the CHARLOTTE metropolitan area and surrounding communities.
How does Michael Perkins Phipps charge for services?
Michael Perkins Phipps's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NEW REPUBLIC CAPITAL, LLC?
NEW REPUBLIC CAPITAL, LLC has approximately 29 employees and manages $2.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in North Carolina
RALEIGH (346)GREENSBORO (123)CHAPEL HILL (112)DURHAM (111)ASHEVILLE (94)
City Guides
RALEIGH GuideGREENSBORO GuideCHAPEL HILL GuideDURHAM GuideASHEVILLE Guide
Research
Advisor Fees in North CarolinaNational Fee Analysis
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