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Bailey, Philip R. (Charlotte)


Bailey, Philip R. is a large advisory firm based in Charlotte. It manages $35.48 million of regulatory assets for 100 client accounts. It has been registered with the SEC as an adviser since 2005.

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Bailey, Philip R provides financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Bailey, Philip R: assets under management

The assets under management (AUM) of Bailey, Philip R. is $35.48 million. The company doesn't manage any assets belonging to foreign clients.


The firm manages $19.36 million in discretionary accounts and $16.12 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $553.16 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $247.97 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Bailey, Philip R. for their services and products based on a percentage of assets under management and commissions. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Charlotte

The principal office where Bailey, Philip R. performs its advisory services is located at 6827 D Fairview Road, Charlotte, NC 28210, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 704-442-0047 or by fax 704-442-0123. The normal business hours are 8:30am - 5:00pm on Monday - Friday. You can find more information about the New York firm at www.bailey-financial.com.


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