Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
69 advisors
Number of Clients
10,743 clients
Average Client Portfolio
$209K average
Assets Under Management
$2.2B

Fee Structure

Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $250K2.00%
$250K - $500K1.50%
$500K - $1.0M1.25%
$1.0M - $3.0M1.00%
$3M+0.75%

Fee schedule can be negotiated.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Hourly Rate:$150 - $350/hr

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
Investment ManagementRetirement PlanningEstate PlanningEducation PlanningInsurance PlanningTax PlanningFinancial Planning & CoachingBusiness Owners
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Advisor Information

Office location

226 W. Eldorado, Decatur, IL, 62522

Get directions
Regulatory History (8)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
December 2014
Settled
Customer Dispute
December 2013
Settled
Customer Dispute
June 2013
Settled
Customer Dispute
April 2012
Withdrawn
Customer Dispute
November 2010
Settled
Customer Dispute
July 2010
Award / Judgment
Customer Dispute
January 2008
Closed-No Action
Customer Dispute
July 2004
Settled
Other Business ActivitiesSells Insurance

Adin is an independent life and annuity insurance agent through various agencies since 2001. He spends minimal time on insurance during market hours.

Employment History
Current Registrations
Investment Planners, INC.Broker
October 2020 - Present · 5 yrs 3 mos
Ipi Wealth Management, INC.
October 2020 - Present · 5 yrs 3 mos
Previous Registrations
Npa Asset Management, LLC
January 2018 - October 2020 · 2 yrs 9 mos
Nationwide Planning Associates INC.Broker
March 2014 - October 2020 · 6 yrs 7 mos
Oriental Financial Services CORP. Broker
August 2013 - January 2014 · 5 mos
Ofs Securities, INC.Broker
July 2007 - August 2013 · 6 yrs 1 mo
Wachovia Securities, LLC
March 2007 - May 2007 · 2 mos
Wachovia Securities, LLC Broker
January 2004 - May 2007 · 3 yrs 4 mos
Morgan Stanley Dw INC.Broker
May 2000 - October 2003 · 3 yrs 5 mos
State Registrations3 states
FLPRVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Adin Rodriguez - Financial Advisor | AdvisorDiscover