Advisor at Meritum Wealth Management LLC
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Firm
Meritum Wealth Management LLC
Location
Cincinnati, OH
Credentials
Series 63
Industry experience
25 years
Jason Lipps is a Series 63-registered financial advisor with 25 years of industry experience. He has worked at Meritum Wealth Management LLC since 2022 and previously spent 12 years at Coastal Advisory Group, LLC. Based in Cincinnati, OH, Lipps is part of a small advisory team at Meritum. Meritum Wealth Management LLC provides portfolio management, pension and 401(k) consulting, and financial planning services to individuals, pension and profit-sharing plans, and charitable organizations. The firm employs a variety of analytical methods and offers both discretionary and non-discretionary management, with a focus on documenting client objectives and risk tolerance through written Investment Policy Statements.
Based on Meritum Wealth Management LLC
Fixed fees for financial planning between $100 and $1,500
$0 - $1 million: 0.95% $1 million - $2 million: 0.80% $2 million+: 0.65%
$250-$350 per hour for individuals; minimum $500 per hour for institutional clients
Fee-only: Financial planning fixed fees between $100 and $1,500; hourly fees $250-$350 per hour for individuals, minimum $500 per hour for institutional clients
Cincinnati, OH
Ohio
Meritum Wealth Management LLC
2022 - Present (4 years)
Coastal Advisory Group, LLC
2010 - 2022 (12 years)
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Other specialized services
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