Flip Investor Advisor, LLC

CRD#297695
Investment Advisor Firm

Answer a few questions and
get matched with an advisor.

Find an Advisor

Overview

Flip Investor Advisor, LLC is a financial advisor firm headquartered in Scottsdale, Arizona. Flip Investor Advisor, LLC has a small group of one employee who is a financial advisor. Flip Investor Advisor, LLC is not a registered broker-dealer, signifying that the advisor is not able to buy and sell securities for its accounts and those of its clients and instead has to go through a broker-dealer firm to do so. Securities are exchangable financial investments such as stocks, bonds and options.

The firm's headquarters is at 14362 N Frank Lloyd Wright, Scottsdale, Arizona 85260. Flip Investor Advisor, LLC is legally permitted to provide services to investors in the state of Arizona.

Number of Advisors

1

Fee Structure

Other

Disclosures

No

Office Location

14362 N Frank Lloyd Wright
Scottsdale, AZ 85260

Flip Investor Advisor, LLC by the Numbers

Total Number of Employees

1

National Average: 4,943

Find a dedicated advisor for your needs

Sometimes a big firm may not be able to give you the one-on-one service that you need. That's where we come in to help match you with great personal financial advisors. Click here to find your advisor matches today.

Back to Overview

Fee Structure

Fees for financial management typically vary depending on the financial services provided. Fees billed by the company typically consist of non-traditional fee structures. The company does not provide a wrap fee program, in which the firm offers a service bundle for a comprehensive fee.

Available

  • Offered by 12% of firms

    Other

    Show Explanation

    Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

Unavailable

  • Find one of the 75% of firms that offer this fee type

    Percentage of Assets

    Show Explanation

    This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

  • Find one of the 37% of firms that offer this fee type

    Hourly

    Show Explanation

    Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

  • Find one of the 3% of firms that offer this fee type

    Commissions

    Show Explanation

    Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

  • Find one of the 17% of firms that offer this fee type

    Performance-based

    Show Explanation

    Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

  • Find one of the 1% of firms that offer this fee type

    Subscription

    Show Explanation

    Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

  • Find one of the 40% of firms that offer this fee type

    Fixed

    Show Explanation

    Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

Back to Overview

Disclosures

Flip Investor Advisor, LLC does not have any disclosures.

Please visit its Form ADV for more details.

Back to Overview
Back to Overview

Find a financial advisor near you

If you're interested in working with an advisor closer to you, we can help you find one. Click here to find your advisor matches today.

Back to Overview

This content was compiled from the SEC and FINRA