Ipi Wealth Management, INC.
Assets Under Management
$2.2B
Number of Clients
10,743
Number of Advisors
69
Average Client AUM
$209K
AUM per Advisor
$32.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
IPI Wealth Management provides advisory services through investment management, financial planning, consulting, and third-party investment managers. They offer proprietary model investment strategies and financial planning services tailored to individual needs. They also provide services to retirement plan sponsors, acting as either an ERISA 3(21) or 3(38) fiduciary.
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
Location
226 W. Eldorado, Decatur, IL, 62522