Robert Lipp
Robert Lipp is a registered investment advisor at Arax Advisory Partners, based in Santa Monica, CA, with 19 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 7,305 clients with $11B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Arax Advisory Partners provides investment management services for an annual fee based on the value of your portfolio. The fee varies depending on the size and complexity of your account and generally ranges from 0.50% to 2% per year. The fee is billed quarterly, either in advance or arrears. Clients may also incur additional fees charged by third parties, such as broker-dealers and custodians.
Location
1201 Montana Ave., Suite 205, Santa Monica, CA, 90403
Get directionsHistory
Regulatory History (4)
Customer Dispute
November 2005Customer Dispute
February 2004Customer Dispute
February 2004Customer Dispute
May 2003Other Business Activities
Robert is the president and general partner of 17th Street Partners, Inc., an investment limited partnership, since 2002. He dedicates minimal time to this activity.
Employment History
Current Registrations
Arax Advisory Partners
Previous Registrations
Georgina Asset Management LLC
State Registrations1 state
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.