Lipscomb Investment Group manages investment portfolios, creates personalized financial plans, and offers ongoing consulting services for individuals, families, and businesses. Using a disciplined approach that covers asset allocation, retirement projections, and investment analysis, Lipscomb Investment Group builds customized portfolios to match each client's specific financial goals and risk tolerance. The firm also manages private investment opportunities for qualifying clients and provides pension consulting for employee benefit plans. Investment management services are offered on a discretionary basis, meaning Lipscomb Investment Group handles daily trading and portfolio adjustments on your behalf.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.35% |
| $250K - $500K | 1.20% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.55% |
| $5M+ | 0.25% |
Asset-based fee will not exceed 2.00% annually. Fees are negotiable depending on individual client circumstances, and family account values may be combined to reach lower rate tiers.