Antonia Lipovac is a registered investment advisor at Benefit Financial Services Group, based in Irvine, CA, with 7 years of industry experience. Antonia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Corporate Executives, Divorce Planning, and 6 more. Their firm serves 887 clients with $1.5B 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 | 1.25% |
Annual management fees generally range from 0.25% to 1.25% depending on services and investment strategy. Fees are negotiable.
Fee Estimator
Location
2040 Main Street, Suite 720, Irvine, CA, 92614
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 Activities
Antonia works part-time as a financial manager for her father's construction firm, Worldwide Construction Services, Inc. She spends about a quarter of her time on duties such as payroll and writing invoices.
Employment History
Current Registrations
Benefit Financial Services Group
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
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.
Exams
More Advisors
- Michael Allbee, CFPBenefit Financial Services Group
- Arash Navi, CFPBenefit Financial Services Group
- Braden Priest, CFABenefit Financial Services Group
- Sophia Liu, CFPBenefit Financial Services Group
- Patrick Powers, CFA, CFP, PFSBenefit Financial Services Group
- Henry Vanbuskirk, CFPBenefit Financial Services Group