Carolyn Sipperley is a registered investment advisor at One + One Wealth Management, LLC, based in Jupiter, FL, with 26 years of industry experience. Carolyn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 251 clients with $380M 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 $1.0M | 1.50% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Advisory fee is negotiable depending on individual client circumstances.
Fee Estimator
Location
1061 E. Indiantown Road, Suite 300, Jupiter, FL, 33477
Get directionsHistory
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
Carolyn is the Owner and Treasurer of Step 2 Consulting, Inc., dedicating minimal time to administrative tasks. She also serves as a trustee for the John F Deshler Irrevocable Trust and volunteers with the Stuart Community Band.
Employment History
Current Registrations
One + One Wealth Management, LLC
Previous Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Legg Mason Wood Walker INC
Legg Mason Wood Walker, IncorporatedBroker
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.