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Philip Herbster

Touchstone Capital, Inc.

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About Philip Herbster

Philip Herbster is a Registered Investment Advisor Representative associated with Touchstone Capital, Inc. Philip is registered with the state of Pennsylvania and has been in the industry for over 10 years. In addition to Philip's role at Touchstone Capital, Philip is also a driver for Doordash.

Firm Information

Philip Herbster is currently registered with Touchstone Capital, Inc.. Touchstone Capital, Inc. is a Pittsburgh, PA-based investment advisor with 146,440,145 in regulatory assets under management. The firm provides financial planning, pension consulting, and portfolio management services to individuals, high-net-worth individuals, corporations or other businesses, charitable organizations, and pension and profit-sharing plans. Touchstone Capital, Inc. participates in wrap fee programs.
Touchstone Capital, Inc.

1001 MCKNIGHT PARK DRIVE

PITTSBURGH, PA 15237

$146.44M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Philip Herbster’s Registration & Firm History

PA

10/02/2024 - Present

Touchstone Capital, Inc. (PITTSBURGH PA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Philip Herbster.
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