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
226 W. Eldorado, Decatur, IL, 62522
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
Alan is an independent insurance broker selling fixed, health, and property & casualty insurance, dedicating about 10-20% of his time to this. He also serves as Treasurer/Director/Owner of Fulk Farms Inc., receiving salary and dividends, spending about 30 hours per month on this role.