Lipscomb Investment Group is a registered investment advisor offering portfolio management tailored to your needs, financial planning, and pension consulting. For portfolio management, they'll discuss your goals and risk tolerance to create a suitable investment strategy. They may use sub-advisors and will monitor performance. Financial planning services range from broad planning to single-subject consultations. They also offer pension consulting to employee benefit plans.
Assets Under Management$79M
Clients160
Advisors3
Avg. per Client$490K
Avg. per Advisor$26M
Fee Structure
Minimum Investment:$200K
Planning is included in investment management (also available separately)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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