Susan Lipscomb is a CFP-designated registered investment advisor at Argent Wealth Management, INC., based in Round Rock, TX, with 20 years of industry experience. Susan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 69 clients with $140M 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 $5.0M | 0.25% |
| $5.0M - $10.0M | 0.15% |
| $10M+ | 0.10% |
Fee Estimator
Location
2251 Double Creek Drive, Suite 606, Round Rock, TX, 78664-3831
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Argent Wealth Management, INC.
State Registrations1 state
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