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.
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.
General Information |
| Firm Start Year: | 2008 | |
| No.of Employees: | 5-9 | |
| 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. |
| Work with the following types of clients: | Individual Investors, Businesses, Trust, Non-Profit Organizations |
Services |
| Investment Types: | Bonds, Options & Futures, Alternative Investments, Commodities, Insurance, Annuities, Mutual Funds, Stocks, Mortgages & Real Estate, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI) |
| Can meet clients in the following ways: | Our Office, Your Home, Your Office, Via Phone, Via Email |
Qualifications & Memberships |
| Insurance and Annuity Licenses: | Disability, Health, Life, Long Term Care, Variable Annuity, Variable Life, Annuity |
| Financial Organization Memberships: | Financial Planning Association (FPA) |
Compensation and Fees |
| Fee Structure: | Fee-Based |
| 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. |
Faqs |
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Why should I choose you as my financial advisor? 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 are your qualifications? What is your education background? Ever customer is unique and so is their goals, thus, their portfolio should be unique and customized. |
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How do you charge for your services? Retirement and portfolio planning. Investment allocation. Estate planning (with an estate attorney). |
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If you are going to manage my account, will you obtain my permission every time you buy or sell something? You will be directly working with me, but at times you may hear from one of my assistants. |
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How many clients do you currently manage? Fee based. |
Disclosures |
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LPL ADV 2A https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf LPL WiserAdvisor Cash Solicitor Disclosure |
Registered Representative:
Yes
Investment Advisor Representative:
Yes
Compliance Disclosures in Last 5 years:
Have a clean record
Criminal Disclosures in Last 5 years:
Have a clean record
| 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 |
Angies List 2015 Super Service Award
(01/15/2016)
Awarded as one of the top financial advisors in Central TX by Angies List.
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