Lipton Capital Management (LCM) helps clients achieve their financial goals through conservative, long-term investment strategies. LCM primarily serves individuals with some accumulated assets, using straightforward financial instruments like stocks, bonds, and mutual funds. LCM has custody of client assets, held at Interactive Brokers, LLC. Joel Lipton, the owner, emphasizes a simple approach to money management.
Assets Under Management$6.3M
Clients10
Advisors1
Avg. per Client$630K
Avg. per Advisor$6.3M
Fee Structure
Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $750K | 1.50% |
| $750K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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