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).
Current Firm Details
Charlotte Lippert Wealth Management
By the Numbers
-
Total Assets Under Management38MILLION
-
Total Number of Accounts16ACCOUNTS
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Average Account Value$2,372,190
Compensation Options
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- 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
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
IN
Financial Advisors at Charlotte Lippert Wealth Management
No Advisor Found.
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