Rhona Liptzin is a CFP-designated registered investment advisor at Wank & Liptzin Advisory Services LLC, based in Mineola, NY, with 4 years of industry experience. Rhona operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 3 more. Their firm serves 14 clients with $19M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Wank & Liptzin Advisory Services charges $285 per hour for investment advisory services. The firm does not manage accounts on a fully discretionary basis, as clients must approve all trading transactions. Clients also incur mutual fund fees and commissions due on securities transactions.
Location
114 Old Country Road Suite 506, Mineola, NY, 11501
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Rhona is a partner at Wank & Liptzin LLP, a CPA firm providing accounting and tax services.
Employment History
Current Registrations
Wank & Liptzin Advisory Services LLC
State Registrations1 state
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