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Clipper Advisor LLC

Headquartered in GREENWICH, CT

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Firm Information

Clipper Advisor LLC is an investment advisor that manages approximately $4.2 million for 14 high-net-worth individuals. They specialize in portfolio management for individuals.

Clipper Advisor LLC

$4.23M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Branch Locations (1)

CLIPPER ADVISOR LLC has a total of 1 branch locations across the country.
location

GREENWICH, CT

Advisors at Clipper Advisor LLC

View All 1 Advisors
Unclaimed
Zhen Liu

CFA®, RA

GREENWICH, CT

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Disclosures

There are no public disclosures for Clipper Advisor LLC.

Frequently Asked Questions (6)

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