Robert Lipp
Robert Lipp is a registered investment advisor at Arax Advisory Partners, based in Santa Monica, CA, with 20 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 9 more. Their firm serves 15,662 clients with $27B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 3.00% |
Rates generally range from 0.50% to 3.00% per year for assets under management, varying based on account size and complexity. Fees are negotiable.
Fee Estimator
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.
Exams
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