David
Lipshutz
Family Fiduciary Services, Inc
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About this Advisor
David Lipshutz is a financial advisor who works out of Beverly, Massachusetts, with 15 years of industry experience. Lipshutz is on the advisory team at Family Fiduciary Services, Inc. Throughout their career, Lipshutz has worked at Seegel, Lipshutz & Wilchins, Llp and Family Fiduciary Services, Inc. Lipshutz holds a Series 65 license, qualifying them as an investment advisor representative, and can advise clients in Massachusetts. Family Fiduciary Services, Inc is an advisory company operating out of Beverly, MA. It has $124 million in assets under management across its 224 customer accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. Of its 224 client accounts, 42% are associated with high-net-worth investors who have at least $1 million in assets available to invest. Family Fiduciary Services, Inc provides a set of services, including portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial advisory fees usually are based on which services are offered. However, fee types charged by Family Fiduciary Services, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Family Fiduciary Services, Inc Brokerage Details
$123,477,874
7
224
$551,241
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
David Lipshutz Work History
David has been registered as a financial advisor for 15 years.*
Seegel, Lipshutz & Wilchins, Llp
Family Fiduciary Services, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of David Lipshutz to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Family Fiduciary Services, Inc
Beverly, MA
Beverly, MA
Beverly, MA
Beverly, MA
Newton Lower Falls, MA
Beverly, MA
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