Jesse Lipscomb
Jesse Lipscomb is a registered investment advisor at Compass Financial Management LLC, based in San Diego, CA, with 16 years of industry experience. Jesse operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,350 clients with $520M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.95% |
| $1.0M - $3.0M | 1.75% |
| $3.0M - $5.0M | 1.50% |
| $5M+ | 1.00% |
Fee Estimator
Location
4025 Camino Del Rio South Suite 300, San Diego, CA, 92108
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jesse owns and is president of Roadmap Tax Services, Inc. providing tax preparation services, which takes nearly full-time. Jesse also owns Roadmap Insurance Solutions, Inc. and is a self-employed insurance agent, providing fixed annuities and life insurance solutions, and owns Charcoal Valley Ranch LLC for cattle ranching.
Employment History
Current Registrations
Compass Financial Management LLC
Previous Registrations
Bison Advisors
Truadvice LLC
Qualified Planning
Qualified Planning
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.