Matthew Lipscomb is a ChFC-designated registered investment advisor at Bull Harbor Capital LLC., based in Atlanta, GA, with 32 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 912 clients with $340M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.70% |
| $5.0M - $10.0M | 1.40% |
| $10.0M - $20.0M | 1.10% |
| $20M+ | 0.80% |
Fees may be negotiable.
Fee Estimator
Location
1050 Crown Pointe Pkwy, Ste 500, Atlanta, GA, 30338
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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
Matthew owns San Blas Investments LLC (beachfront property), Modern Tax Strategies LLC (pass-through entity), Kerith Ravine LLC (timber and hunting property), Booger Bottom Outfitters LLC (hunting outfitter services), and Fort Valley Equipment Rental LLC. He also mentors college students and is the executor of his father's estate, dedicating minimal time to each of these activities.
Employment History
Current Registrations
Bull Harbor Capital LLC.
Previous Registrations
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Guardian Investor Services CorporationBroker
State Registrations10 states
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