A Lipper is a CFA-designated registered investment advisor at Lipper Advisory Services INC, based in Summit, NJ, with 13 years of industry experience. A operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 20 clients with $160M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Lipper Advisory Services charges a negotiable fee based on the amount of assets managed, the level of service provided, and the complexity of the assignment. Fees can be structured as a percentage of your portfolio, a retainer, or project-based, and are paid quarterly in advance or in arrears. The firm may also apply an annual minimum fee for certain services.
Location
85 Hobart Avenue, Summit, NJ, 07901
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Lipper Advisory Services INC
State Registrations2 states
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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