Andrew Tipton is a CFP-designated registered investment advisor at LPL Financial LLC, based in El Dorado, KS, with 5 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
El Dorado, KS
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Andrew operates under W Investments as a DBA for his LPL business and provides administrative support and investment advisory services through IHT Wealth Management LLC, spending nearly full-time on these activities. He also has business entities, Tipton Investments and W Investments, for tax/investment purposes.
Employment History
Current Registrations
LPL Financial LLC
Iht Wealth Management LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
State Registrations19 states
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