How does the advisor help clients – Key Takeaways:
LIPE & DALTON INVESTMENT COUNSEL provides expert financial guidance to help clients navigate the complexities of investing and reach their financial goals. With a strong focus on personalized service and a deep understanding of the markets, the firm helps clients build and manage their wealth with confidence.
Facts and Insights
Established in 2001, LIPE & DALTON INVESTMENT COUNSEL has a team of experienced financial advisors who are dedicated to providing top-tier financial solutions to their clients. The firm is committed to providing unbiased and sound advice, tailored to each individual’s unique financial needs. With a deep and comprehensive understanding of the financial landscape, the advisors at LIPE & DALTON INVESTMENT COUNSEL keep their clients educated and informed about the latest market trends and insights.
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 25 | 19 years |
Financial Services Offered
LIPE & DALTON INVESTMENT COUNSEL offers a wide range of financial services to help clients achieve their investment goals. These services include investment management, portfolio analysis and review, retirement planning, tax planning, and risk management. Each service is tailored to the client’s specific needs and objectives, ensuring a personalized and effective approach to financial planning.
Client Types
LIPE & DALTON INVESTMENT COUNSEL serves a diverse range of clients, including high net worth individuals, corporate executives, business owners, and professionals. The firm also works with trusts, estates, and charitable organizations to provide comprehensive and customized financial solutions.
Fees & Compensation
LIPE & DALTON INVESTMENT COUNSEL operates on a fee-only basis, meaning that they do not receive any commissions or bonuses for recommending specific investments. This ensures an unbiased and transparent approach to financial planning, with the advisors’ interests aligned with their clients’ goals. Fees are based on a percentage of assets under management, and clients are provided with a detailed breakdown of all fees and costs associated with their investments.
Background
The founding partners of LIPE & DALTON INVESTMENT COUNSEL have over 50 years of combined experience in the financial industry. They have earned a reputation for excellence and integrity, and their team of advisors follows the same high standards. The firm is registered with the Securities and Exchange Commission (SEC) and complies with all federal and state laws and regulations.
Financial Advisor Disclosures to Know
As a registered investment advisory firm, LIPE & DALTON INVESTMENT COUNSEL is required to disclose any potential conflicts of interest or disciplinary actions taken against the firm or its advisors. Clients can access this information through the SEC’s Investment Adviser Public Disclosure (IAPD) website. The firm is committed to transparency and maintains open communication with clients about their investments and any potential risks.