Jason Lipps is a registered investment advisor at Meritum Wealth Management LLC, based in Cincinnati, OH, with 25 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 70 clients with $14M 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 | 0.95% |
| $1.0M - $2.0M | 0.80% |
| $2M+ | 0.65% |
Fees are negotiable.
Fee Estimator
Location
Cincinnati, OH
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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 →Employment History
Current Registrations
Meritum Wealth Management LLC
Previous Registrations
Coastal Investment Advisors
Coastal Investment Advisors
The Coastal Advisory Group, LLC
Coastal Equities, INC.Broker
Pca Investment Advisory Services, INC.
L.M. Kohn & CompanyBroker
Brecek & Young Advisors, INC.
Brecek & Young Advisors, INC.Broker
Donahue Securities, INC.Broker
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.