Lipper Advisory Services offers investment advice and strategies tailored to clients' needs. This includes selecting and monitoring mutual funds, hedge funds, and separate account managers. Lipper Advisory Services provides consulting arrangements on accounts it does not manage. The firm manages accounts on both a discretionary and non-discretionary basis. Lipper Advisory Services focuses on helping clients make informed decisions in today's economic environment.
Fee Structure
Lipper Advisory Services offers investment advisory services for a negotiable fee based on the amount of assets managed, the level of service provided, and the complexity of the assignment. Fees may be asset-based, retainer-based, or project-based. Fees are paid quarterly in advance or arrears and may be subject to an annual minimum.