A. Lipscomb is a registered investment advisor at Cork Tree Wealth Partners, LLC, based in Auburn, AL, with 24 years of industry experience. A. operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Charitable Giving, Education Planning, Estate Planning, and 7 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.35% |
| $250K - $500K | 1.20% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.55% |
| $5M+ | 0.25% |
Fees are negotiable. Total asset-based fee will not exceed 2.00% annually.
Fee Estimator
Location
Auburn, AL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
A. owns a 19.6% limited partnership interest in Lipscomb Family Partnership, LTD, a commercial and residential rental business, since 1995. He spends minimal time on management and decision-making for the business.
Employment History
Current Registrations
Cork Tree Wealth Partners, LLC
Lipscomb Investment Group, LLC
Previous Registrations
Citigroup Global Markets INC.
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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