Kip Konwiser is a registered investment advisor at Flipwithlou&kip LLC, based in Woodland Hills, CA. Kip operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Flip With Lou & Kip, LLC offers two programs:
- Wrap Program: Clients pay an all-inclusive annual fee of 3.5% of their portfolio value, paid quarterly in advance. This covers advisory services and transaction costs.
- Investment Management Program: Clients pay a quarterly fee of 0.50% (2% annually) of their portfolio value, paid in advance. "Qualified Clients" also pay a performance fee of 20% of new profits.
Location
Woodland Hills, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kip is involved with Konwiser Brothers Media, which focuses on filmed entertainment production and distribution. He also provides financial services as an RIA to select clients through Flip with Lou and Kip LLC.
Employment History
Current Registrations
Flipwithlou&kip LLC
State Registrations1 state
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