How does the advisor help clients – Key Takeaways:
Lipton Capital Management is a leading financial advisor firm that offers comprehensive investment management services. By leveraging their expertise and experience, they help clients achieve their financial goals and build a secure future. With a focus on personalized service, they provide tailored solutions that align with the unique needs and risk tolerance of each client.
Facts and Insights
As a registered investment advisor (RIA), Lipton Capital Management operates under fiduciary duty, meaning they are legally obligated to act in the best interest of their clients. This gives clients peace of mind knowing their advisor has their best interests at heart.
The firm has been in business for over 20 years, providing top-notch financial advisory services to clients. They currently manage over $500 million in assets and advise over 500 clients. With a team of experienced and highly qualified advisors, Lipton Capital Management is well-equipped to handle complex financial needs.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | Not specified | Over 20 years |
Financial Services Offered
Lipton Capital Management offers a wide range of financial services to help clients achieve their financial goals. These include:
- Investment management
- Wealth management
- Retirement planning
- Tax planning
- Estate planning
- Education funding
- Insurance
The firm also provides customized investment strategies based on each client’s risk tolerance, time horizon, and financial goals.
Client Types
Lipton Capital Management caters to a diverse range of clients, including individuals, families, trusts, and small businesses. Their personalized approach allows them to serve each client’s unique needs and help them achieve their financial objectives.
Fees & Compensation
Lipton Capital Management charges a fee based on a percentage of assets under management. This fee structure ensures that their interests are aligned with their clients’ interests. The firm also has a minimum account requirement of $250,000.
Background
The firm was founded by John Lipton, who has over 30 years of experience in the financial industry. He holds several prestigious certifications, including Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and Certified Public Accountant (CPA).
Lipton Capital Management operates with a team of experienced financial advisors and support staff who are committed to providing exceptional service to clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, Lipton Capital Management is required by law to disclose any potential conflicts of interest. They are also required to provide clients with Form ADV, which contains important information about the firm’s services, fees, and any disciplinary actions.
Clients should carefully review this information and ask their advisor any questions they may have before making any investment decisions.