Charlotte Lippert Wealth Management
Charlotte Lippert Wealth Management (CRD# 160710) is a financial advisory firm headquartered in , . They manage $37,955,041 in 16 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management38MILLION
Total Number of Accounts16ACCOUNTS
Average Account Value$2,372,190
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
Charlotte Lippert (CRD# 4553048) is an Investment Advisor Representative working at Charlotte Lippert Wealth Management in Carmel, IN and has over 14 years of experience in the finance industry.