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About Clipper Wealth Management, LLC |
| Clipper Wealth Management, LLC is an independent financial management organization. Our specialty
is to provide custom wealth management strategies that are objective to individuals, families and
trusts . We help develop financial plans to take full advantage of all income, tax and growth
opportunities that are consistent with a clients goals and risks. Each person and their
circumstances are unique&so are their plans. |
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General Information |
| Years of Experience in Financial Services: |
18
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| Work Experience: |
7 years with A.G. Edwards
10 years and currently self employed through LPL Financial as broker-dealer.
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| States Licensed in: |
TX, FL, CO, CA
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| Number of Years with Current Firm: |
10
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| Work with the following types of clients: |
Businesses, Individual Investors, Non-Profit Organizations, Trust
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| Name of Broker/Dealer: |
LPL Financial
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| States Willing to do Business in: |
Adkins,Boerne,Bulverde,Canyon Lake,Cibolo,Converse,Elmendorf,Helotes,Kendalia,La Vernia,Marion,Mc Queeney,New Braunfels,Saint Hedwig,San Antonio,Schertz,Spring Branch,Universal City
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| Advisory Services Provided: |
Tax Advice and Services, Financial Planning for Businesses, Financial Planning for Individuals, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting
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Education |
| Academic Background |
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| University of Texas - San Antonio
BBA - Management (1992) |
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Services |
| Investment Types: |
Mutual Funds, Options & Futures, Bonds, Stocks, Annuities, Insurance, Commodities, Mortgages & Real Estate, Exchange Traded Funds (ETFs), Alternative Investments, Socially Responsible Investments (SRI)
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| Can meet clients in the following ways: |
Your Office, Email, Phone, Our Office, Your Home
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
CFP®
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| Securities Licenses: |
Series 7, Series 63, Series 65, Series 66
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| Insurance and Annuity Licenses: |
Variable Life, Long Term Care, Variable Annuity, Life, Health, Annuity, Disability
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| Financial Organization Memberships: |
Financial Planning Association (FPA)
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Compliance |
| Registered Representative: |
Yes
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| Investment Advisor Representative: |
Yes
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Compensation and Fees |
| Additional Details on Charges: |
Fee Based compensation based upon assets.
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| Compensation Methods: |
Based on Assets, Flat Fee
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| Minimum Portfolio Size for New Managed Accounts: |
$250,000
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Frequently Asked Questions |
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What are your qualifications? What is your education background? |
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Ever customer is unique and so is their goals, thus, their portfolio should be unique and customized. |
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How are you compensated? How will I pay for your services? |
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Will you be the only person working with me? |
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You will be directly working with me, but at times you may hear from one of my assistants. |
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Do you offer any guaranteed results? |
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How much risk should I be willing to take? |
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That depends on you. We will meet and go over your risks and goals and work out a strategy that will get you to your goals and allow you to sleep at night. |
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Have you ever been charged with any breaches? |
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Why should I choose you as my financial advisor? |
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18 years industry experience, 10 years of being self-employed. BBA in MGT from University of Texas/San Antonio. Certified Financial Planner. |
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What services do you provide? What are your specialties? |
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Retirement and portfolio planning. Investment allocation. Estate planning (with an estate attorney). |
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