LP
LP
Lisa Pamperin is a registered investment advisor at Creative Planning, based in Overland Park, KS, with 12 years of industry experience. Lisa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 84,858 clients with $220B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1101 advisors
Number of Clients
84,858 clients
Average Client Portfolio
$2.6M average
Assets Under Management
$217.4B
Fee Structure
Minimum Investment:$30K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $25.0M | 0.70% |
| $25.0M - $50.0M | 0.40% |
| $50.0M - $100.0M | 0.30% |
| $100M+ | 0.25% |
Fees and how they are charged are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
5454 W. 110th Street, Overland Park, KS, 66211
Get directionsHistory
Regulatory History (1)
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Customer Dispute
August 2009Denied
Employment History
Current Registrations
Creative Planning
April 2023 - Present · 3 yrs 5 mos
Previous Registrations
Gwfs Equities, INC.Broker
September 2014 - March 2016 · 1 yr 6 mos
J.P. Morgan Institutional Investments
March 2010 - December 2011 · 1 yr 9 mos
J.P. Morgan Institutional Investments INC.Broker
November 2009 - September 2014 · 4 yrs 10 mos
Chase Investment Services CORP.
December 2008 - November 2009 · 11 mos
Chase Investment Services CORP.Broker
October 2008 - November 2009 · 1 yr 1 mo
J.P. Morgan Institutional Investments
October 2007 - October 2008 · 1 yr
J.P. Morgan Institutional Investments INC.Broker
September 2006 - October 2008 · 2 yrs 1 mo
State Registrations1 state
KS
Advisor
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
No exam information available for this advisor.