Assets Under Management
$418.5M
Number of Clients
429
Number of Advisors
5
Average Client AUM
$975K
AUM per Advisor
$83.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
Lane Hipple offers financial planning and asset management services. Financial planning involves assessing client goals and creating a plan. Asset management is discretionary, monitoring accounts and making investment changes. They also use a third-party platform to manage held-away assets. The firm requires a minimum of $250,000 to manage assets, but this may be waived.
155 E. 3rd Street, Moorestown, NJ, 08057