Advisor at Lipscomb Investment Group, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Lipscomb Investment Group, LLC
Location
Auburn, AL
Credentials
Series 63, Series 65
Industry experience
24 years
A. Lipscomb is a financial advisor at Lipscomb Investment Group, LLC with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Lipscomb Investment Group since 2015. Outside of advising, he has a limited partnership interest in a family business involved in commercial and residential rentals in Auburn, Alabama. Lipscomb Investment Group is a four-advisor team managing approximately $78.6 million for about 155 clients, including individuals, pension and profit-sharing plans, trusts, and estates. The firm offers discretionary portfolio management, financial planning, and pension consulting, and is noted for sponsoring a wrap fee program that consolidates costs and employs specialized tools for retirement-account management.
Based on Lipscomb Investment Group, LLC
Based on Lipscomb Investment Group, LLC
Financial planning services generally range between $500 - $10,000, negotiable.
$0 - $250,000: 1.35% $250,001 - $500,000: 1.20% $500,001 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.85% $3,000,001 - $5,000,000: 0.55% $5,000,001+: 0.25%
$100 - $375 per hour for consulting services, negotiable.
Ongoing consulting services billed monthly or quarterly, ranging from $175/month to $10,000/month, billed in advance.
Account minimum: $200,000
Auburn, AL
Alabama · Georgia · Texas
Lipscomb Investment Group, LLC
2015 - Present (11 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
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Lipscomb Investment Group, LLC
CFA®, Series 63
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