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Pamela Hipp

30 Years of Experience
Lansing, MI
Broker

Pamela Hipp is a registered investment advisor at J W Korth & Company, based in Lansing, MI, with 30 years of industry experience. Pamela is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 12 clients with $230M in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)
Firm Size
7 advisors
Number of Clients
12 clients
Average Client Portfolio
$19.1M average
Assets Under Management
$228.7M

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)
Minimum Annual Fee:$7,500
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.50%
$500K - $1.0M1.25%
$1.0M - $2.0M1.00%
$2M+1.00%

Fees for assets over $2,000,000 are negotiable. The minimum annual fee is $7,500. For accounts falling below $500,000, the fee is $7,500 or 1.50%, whichever is lower.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

6500 Centurion Drive, Suite 250, Lansing, MI, 48917

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Pamela is a Director of Securities Marketing and Director for Korth Direct Mortgage Inc (KDM). This activity, which involves making and servicing loans and underwriting mortgage secured notes, is ongoing and takes place during her J W Korth and Company hours.

Employment History
Current Registrations
J W Korth & Company
October 2012 - Present · 14 yrs
J.W. Korth & CompanyBroker
March 2007 - Present · 19 yrs 7 mos
Previous Registrations
Cambridge Group Investments, LTD.Broker
June 2000 - March 2007 · 6 yrs 9 mos
Citistreet Equities LLCBroker
September 1996 - October 2000 · 4 yrs 1 mo
State Registrations2 states
AZMI
AdvisorBrokerBoth

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
No exam information available for this advisor.
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