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.
|Firm Start Year:||2008|
|Name of Broker/Dealer:||LPL Financial|
|States Licensed in:||TX, FL, CO, CA|
|Number of Years with Current Firm:||10|
|Work Experience:||7 years with A.G. Edwards 10 years and currently self employed through LPL Financial as broker-dealer.|
|I work with the following types of clients:||Trust, Individual Investors, Non-Profit Organizations, Businesses|
|Investment Types:||Commodities, Mutual Funds, Options & Futures, Bonds, Stocks, Annuities, Insurance, Mortgages & Real Estate, Exchange Traded Funds (ETFs), Alternative Investments, Socially Responsible Investments (SRI)|
|I can meet clients in the following ways:||At your office, Via email, Via phone, At my office, At your home|
Qualifications & Memberships
|Insurance and Annuity Licenses:||Disability, Annuity, Health, Life, Variable Annuity, Long Term Care, Variable Life|
|Financial Organization Memberships:||Financial Planning Association (FPA)|
|Investment Advisor Representative:||Yes|
|Compliance Disclosures in Last 5 years:||I have a clean record|
|Criminal Disclosures in Last 5 years:||I have a clean record|
Compensation and Fees
|Minimum Portfolio Size for New Managed Accounts:||250000|
|Compensation Methods:||Based on Assets, Flat Fee|
|Additional Details on Charges:||Fee Based compensation based upon assets.|
Scott Cash Thompson, CFP®, owner of Clipper Wealth Management, LLC is dedicated to providing comprehensive financial and estate planning services to our clients. We will not recommend any course of action or any type of financial product until we are fully aware of the clients goals and objectives and then only when we are convinced that the recommended action or product is suitable as a long-term strategy. Our investment philosophy is based on our belief that the most important investment decision an investor can make is not which investment to buy, but rather, how assets should be allocated based upon the investor's attitudes, objectives, circumstances and risk-taking capacity.
|New Braunfels||Saint Hedwig|
|Spring Branch||Universal City|
Awarded as one of the top financial advisors in Central TX by Angies List.