Lane Hipple - Wealth Management Group
Assets Under Management
$418.5M
Number of Clients
429
Number of Advisors
5
Average Client AUM
$975K
AUM per Advisor
$83.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Lane Hipple provides personalized financial planning and investment management services. They work with individuals, trusts, charitable organizations, and corporations. The firm requires a minimum of $250,000 to work with them, but this may be waived. They also use a third-party platform to facilitate management of held-away assets.
Fee Structure
Financial planning fees are either hourly ($400/hour) or fixed (generally $2,000 to $10,000, but may vary). Asset management fees generally range from 0.40% to 1.25% per year of the managed account's net value. Fees are negotiable for accounts held at Charles Schwab, but not for accounts held at Betterment. A minimum of $250,000 is required to work with the firm, but this may be waived.
Areas of Practice
Location
155 E. 3rd Street, Moorestown, NJ, 08057