Family Offce and Private Client Services - Plymouth, MN
The Home of Phillip James Private Client Services
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About

Phillip James Private Client Services About Page. Full Comphrehensive and Integrated approach to your investments, planning, and taxes. Real Wealth Management for residents of Plymouth, Maple Grove, and the Twin Cities.

 
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Phillip James Private Client
3675 Plymouth Blvd #110
Plymouth, MN 55446

Tel. 763 432 0852
E.  info@phillipjamesfinancial.com

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.