Jeffrey Lippman
Jeffrey Lippman is a CFP, ChFC-designated registered investment advisor at Capitol Financial Consultants, INC., based in Mclean, VA, with 19 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 108 clients with $230M 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 | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Fee Estimator
Location
8180 Greensboro Drive, Suite 1150, Mclean, VA, 22102
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
Jeffrey refers group insurance products, but spends minimal time on this activity. He is also a financial advisor at Capitol Financial Consultants, Inc., providing comprehensive financial planning, investment advice, and insurance products, dedicating more than full-time hours to this role.
Employment History
Current Registrations
Capitol Financial Consultants, INC.
Previous Registrations
Capitol Securities Management, INC.Broker
MML Investors Services, LLC
MML Investors Services, LLCBroker
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.