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Lipset Wealth Strategies, Inc. (Basking Ridge)


Lipset Wealth Strategies, Inc. is a large advisory firm based in Basking Ridge. It manages $105.67 million of regulatory assets for 403 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdictions of New Jersey and New York.

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Lipset Wealth Strategies provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Lipset Wealth Strategies: assets under management

The assets under management (AUM) of Lipset Wealth Strategies, Inc. is $105.67 million. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $49.32 million in discretionary accounts and $56.34 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $232.66 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $295 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Lipset Wealth Strategies, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Basking Ridge

The principal office where Lipset Wealth Strategies, Inc. performs its advisory services is located at 11 South Finley Avenue, Basking Ridge, NJ 07920, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 908-630-9237. The normal business hours are by appointment only on Monday - Friday. You can find more information about the New York firm at www.lipsetwealthstrategies.com.


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