Wank & Liptzin Advisory Services helps clients reach their financial goals by providing knowledge and tools for sound financial and investment decisions. They gather client data, understand objectives, and offer investment advice. Clients review and approve all trading transactions. The firm provides continuous advice concerning investment of monies consistent with the circumstances, preferences, and objectives of each individual.
Assets Under Management$19M
Clients14
Advisors2
Avg. per Client$1.4M
Avg. per Advisor$9.5M
Fee Structure
Investment management only (planning not offered)
Wank & Liptzin Advisory Services charges $285 per hour for investment advisory services. The firm does not manage accounts on a fully discretionary basis, as clients must approve all trading transactions. Clients also incur mutual fund fees and commissions due on securities transactions.
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