Jeremy Lipinski
Jeremy Lipinski is a CFP-designated registered investment advisor at Lifelong Wealth Advisors, INC., based in Hudson, WI, with 18 years of industry experience. Jeremy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 865 clients with $710M 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 $300K | 1.75% |
| $300K - $600K | 1.50% |
| $600K - $1.0M | 0.70% |
| $1.0M - $2.5M | 0.55% |
| $2.5M+ | 0.25% |
Shown is the Standard schedule. Firm also offers Hybrid and Compact schedules with lower rates. Fees are negotiable and may differ for held-away assets.
Fee Estimator
Location
Hudson, WI
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
Jeremy is a representative selling fixed life insurance, annuities, and long-term care products with various companies. This activity is investment-related.
Employment History
Current Registrations
Lifelong Wealth Advisors, INC.
Previous Registrations
Advisornet Wealth Partners
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
State Registrations3 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.
Exams
More Advisors
- Osni Filho, CFPEversource Wealth Advisors, LLC
- Seth Blum, CFPLeverty Financial Group, LLC
- Gregory Gall, ChFCBrookstone Wealth Advisors, LLC
- Joshua Hawkins, CFP, ChFCLeverty Financial Group, LLC
- Michael Leverty, ChFCLeverty Financial Group, LLC
- Allison Butler, CFPEdward Jones