How does the advisor help clients – Key Takeaways:
CHIPSER WEALTH MANAGEMENT, LLC offers comprehensive financial services to help clients achieve their financial goals. This includes providing personalized investment advice, creating financial plans, and offering diverse financial solutions to meet the unique needs of each client.
Facts and Insights
The following are key statistics for CHIPSER WEALTH MANAGEMENT, LLC:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
These numbers demonstrate CHIPSER WEALTH MANAGEMENT, LLC’s experience and success in managing client assets and providing financial advice.
Financial Services Offered
CHIPSER WEALTH MANAGEMENT, LLC offers a wide range of financial services to help clients with their financial needs. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Educational planning
- And more
With these comprehensive services, CHIPSER WEALTH MANAGEMENT, LLC is able to provide customized solutions for clients at every stage of their financial journey.
Client Types
CHIPSER WEALTH MANAGEMENT, LLC serves a diverse range of clients, including:
- Individuals
- Families
- Small businesses
- Non-profit organizations
- And more
No matter the client type, CHIPSER WEALTH MANAGEMENT, LLC is committed to delivering exceptional financial services and helping clients achieve their financial goals.
Fees & Compensation
CHIPSER WEALTH MANAGEMENT, LLC’s fees and compensation structure is transparent and aligned with the best interests of clients. The firm charges a percentage of assets under management (AUM) as its advisory fee. This means that the more assets a client has under the firm’s management, the more they will pay in advisory fees. This aligns the firm’s compensation with the client’s success and growth.
Background
CHIPSER WEALTH MANAGEMENT, LLC was founded in 2005 by John Chipser, a seasoned financial advisor with over 20 years of experience in the industry. The firm is headquartered in New York City and has grown to manage over $500 million in assets. CHIPSER WEALTH MANAGEMENT, LLC’s success is built on its client-centric approach and a commitment to delivering personalized financial solutions.
Financial Advisor Disclosures to Know
As a registered investment advisor, CHIPSER WEALTH MANAGEMENT, LLC is regulated by the Securities and Exchange Commission (SEC). The firm holds a clean record with no regulatory actions, disputes, or disciplinary events on its record. This demonstrates the firm’s commitment to maintaining high ethical standards and providing trustworthy financial advice to its clients.