Phillip James Private Client
3675 Plymouth Blvd #110
Plymouth, MN 55446
Tel. 763 432 0852
You must have a minimum of $2,000,000 invested with our firm to become a client of our private client services.
Phillip James Private Client Services is a multi-family office offering provided by Phillip James Financial. This service offering is the best of what we have to offer. We are your personal CFO making sure you and your family continue to grow your wealth. We integrate all aspects of your financial life, saving you time, and removing your worry.
Our fees are between 1% and 0.45% of the assets we manage. This is the only fee you will pay to us and includes annual tax preparation and planning.