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.
|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:||Businesses, Individual Investors, Non-Profit Organizations, Trust|
|Advisory Services Provided:||Financial Advice & Consulting, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Investment Advice & Management|
|Investment Types:||Exchange Traded Funds (ETFs), Mortgages & Real Estate, Options & Futures, Bonds, Annuities, Insurance, Mutual Funds, Alternative Investments, Stocks, Commodities, Socially Responsible Investments (SRI)|
|Can meet clients in the following ways:||Your Home, Phone, Email, Your Office, Our Office|
Qualifications & Memberships
|Insurance and Annuity Licenses:||Variable Life, Long Term Care, Variable Annuity, Life, Health, Annuity, Disability|
|Financial Organization Memberships:||Financial Planning Association (FPA)|
Compensation and Fees
|Minimum Portfolio Size for New Managed Accounts:||$250,000|
|Compensation Methods:||Based on Assets, Flat Fee|
|Additional Details on Charges:||Fee Based compensation based upon assets.|
|Bachelors - Business Management||University of Texas - San Antonio
- San Antonio, TX
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.
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.
How are you compensated? How will I pay for your services?
Will you be the only person working with me?
You will be directly working with me, but at times you may hear from one of my assistants.
Do you offer any guaranteed results?
WiserAdvisor provides referrals to financial professionals of LPL Financial, LLC (LPL). WiserAdvisor is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay WiserAdvisor cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.
LPL ADV 2A
Additional Detailed Disclosures
Investment Advisor Representative:
|New Braunfels||Saint Hedwig|
|Spring Branch||Universal City|
Angies List 2015 Super Service Award
Awarded as one of the top financial advisors in Central TX by Angies List.
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