Nathan Lippincott
Nathan Lippincott is a registered investment advisor at Stm Asset Management LLC, based in Fairhope, AL, with 10 years of industry experience. Nathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 500 clients with $53M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable. There is a minimum annual fee of $100 per client account. STM Asset Management LLC's fees are not to exceed 2% if special exception is made to the minimum size of capital requirement.
Fee Estimator
Location
Fairhope, AL
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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 →Other Business ActivitiesSells Insurance
Nathan owns Knockout Home Inspection, working full-time, and is a pastor at Grace Bible Church, dedicating a few hours per week. He also owns Steadfast Insurance, LLC, a property and casualty insurance agency, and spends a few hours per week on this activity. Nathan is also an IAR with STM Asset Management LLC, spending a few hours per week.
Employment History
Current Registrations
Stm Asset Management LLC
State Registrations1 state
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