Loren Ipsen
Loren Ipsen is a CFP-designated registered investment advisor at Ipsen Advisor Group, based in Little Rock, AR, with 24 years of industry experience. Loren operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 341 clients with $220M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ipsen Advisor Group charges an annual fee based on the value of your portfolio. The percentage you pay decreases as your portfolio grows. The fee is calculated monthly, in advance, based on the market value of your portfolio at the end of the previous month.
The annual fees are:
- $0 - $1,000,000: 1.15% - 1.50%
- $1,000,000 - $2,500,000: 0.9% - 1.35%
- $2,500,000 - $5,000,000: 0.60% - 1.20%
- $5,000,000 - $10,000,000: 0.40% - 0.95%
- $10,000,000 - $15,000,000: 0.25% - 0.75%
- $15,000,000 +: 0.15% - 0.65%
Location
1701 Centerview Drive, Suite 121, Little Rock, AR, 72211
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 ActivitiesSells Insurance
Loren is the President/Owner of Ipsen Partners, LLC, providing business support services, dedicating about 10-20% of his time. He is also a General Producer for Diversified Brokerage Services, Inc., selling life insurance products, dedicating a few hours per week.
Employment History
Current Registrations
Ipsen Advisor Group
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Sowell Management
Ameriprise Financial Services, LLC.
Ameriprise Financial Services, LLCBroker
Ids Life Insurance CompanyBroker
State Registrations4 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.