Davis Lipscomb is a registered investment advisor at Lipscomb Investment Group, LLC, based in Auburn, AL, with 11 years of industry experience. Davis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 160 clients with $79M 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 $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. Fee arrangements with existing clients may differ. Fees are negotiable.
Fee Estimator
Location
2372 East University Drive, Unit 102, Auburn, AL, 36830
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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 Activities
Davis is a co-owner of PxL Family Office, LLC, a family office joint venture with Pivotal Finance, since April 2024. This takes about 10-20% of Davis's time, including during trading hours.
Employment History
Current Registrations
Lipscomb Investment Group, LLC
State Registrations3 states
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