Andrew Lippert is a CFA, CFP-designated registered investment advisor at Simplified Wealth LLC, based in Greensboro, NC, with 12 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 20 clients with $6.1M 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 $100K | 0.95% |
| $100K - $500K | 0.80% |
| $500K - $1000K | 0.65% |
| $1.0M - $2.5M | 0.60% |
| $2.5M - $5.0M | 0.55% |
| $5.0M - $7.5M | 0.35% |
| $7.5M - $10.0M | 0.30% |
| $10M+ | 0.25% |
Fees are negotiable.
Fee Estimator
Location
Greensboro, NC
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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 →Employment History
Current Registrations
Simplified Wealth LLC
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
State Registrations1 state
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