Jerald Wank is a registered investment advisor at Wank & Liptzin Advisory Services LLC, based in Mineola, NY, with 4 years of industry experience. Jerald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 3 more. Their firm serves 14 clients with $19M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Wank & Liptzin Advisory Services charges $285 per hour for investment advisory services. The firm does not manage accounts on a fully discretionary basis, as clients must approve all trading transactions. Clients also incur mutual fund fees and commissions due on securities transactions.
Location
114 Old Country Road, Mineola, NY, 11501
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jerald is a partner at Wank & Liptzin LLP, a CPA firm providing tax and accounting services. This activity is not investment-related.
Employment History
Current Registrations
Wank & Liptzin Advisory Services LLC
State Registrations1 state
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