Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.75% |
Fee schedule can be negotiated.
Fee Estimator
For Private Portfolio Services, fees are based on a percentage of assets under management, not exceeding 2% annually, though other program fees may increase the annual fee above 2%. The fee schedule is negotiable. Fees are paid monthly or quarterly, in advance or arrears. Financial planning fees are based on the nature of the services and complexity of needs, either hourly ($150-$350) or fixed. For TAMP programs, IPIWM receives a management fee generally following the dual contract or sub-adviser fee schedule. Fees are negotiable.
Areas of Practice
Advisor Information
Office location
22775 Dodge Rd., Carlinville, IL, 62626
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Chris owns a farm and is a musician, neither of which are investment-related and require minimal time. He also sells insurance products through Brokerage Unlimited, Baughmann Insurance, and Aflac, dedicating a few hours per week to these activities.