Lance
Lipset
Mai Capital Management, LLC
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About this Advisor
Lance Lipset is a financial advisor based in Basking Ridge, New Jersey, working with Mai Capital Management, LLC. Lance has previously held positions at Purshe Kaplan Sterling Investments, Inc, Lws Wealth Advisors, and Mai Capital Management LLC. Lance has passed the Series 66 regulatory exam and is registered to provide services in New Jersey and Texas. Currently, Lance is part of Mai Capital Management, LLC, which operates out of Basking Ridge, New Jersey. The firm has 26 offices and 331 employees. The firm manages assets totaling $19.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, and other services. The fee structure at Mai Capital Management, LLC includes asset-based, hourly, fixed, performance-based, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Mai Capital Management, LLC Brokerage Details
$19,711,015,200
331
26,826
$734,773
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Lance Lipset Work History
Mai Capital Management LLC
Lws Wealth Advisors
Purshe Kaplan Sterling Investments, Inc
Disclosures
Please visit the SEC profile of Lance Lipset 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 Mai Capital Management, LLC
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Cincinnati, OH
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Santa Rosa, CA
Ponte Vedra Beach, FL
Mckinney, TX
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