Samuel Tippet is a registered investment advisor at LPL Financial LLC, based in Augusta, ME, with 16 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
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Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
150 State St, Augusta, ME, 04330
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March 1999Other Business Activities
Samuel operates under the DBA Kennebec Wealth Management since 2009. He also owns a home-based woodworking shop called Creative Carpentry, dedicating about a quarter of his time to custom furniture making.