Allen Closser is a CFP-designated registered investment advisor at Ipi Wealth Management, INC., based in Decatur, IL, with 40 years of industry experience. Allen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 10,743 clients with $2.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IPI Wealth Management's fees for managing your investments are based on a percentage of the value of your portfolio. The annual fee will not exceed 2% on any asset level, but other program fees may increase the annual fee above 2%. This fee can be negotiated. Here is a sample of their fee schedule:
- $0 - $250,000: 2.0%
- $250,001 to $500,000: 1.5%
- $500,001 to $1,000,000: 1.25%
- $1,000,001 to $3,000,000: 1.00%
- $3,000,001 and above: 0.75%
Location
226 W. Eldorado, Decatur, IL, 62522
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Regulatory 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 →Employment History
Current Registrations
Ipi Wealth Management, INC.
Investment Planners, INC.Broker
Previous Registrations
Provasi Capital Partners LPBroker
Vertical Capital Asset Management, LLC
Vertical Capital Securities, LLCBroker
Ari Financial Services, INC.Broker
Directed Services LLCBroker
Ing Funds Distributor, LLCBroker
Ing Funds Distributor, INC.Broker
Directed Services, INC.Broker
Funds Distributor, INC.Broker
Fidelity Investments Institutional Services Company, INC.Broker
Monarch Financial Services, INC.Broker
Monarch Securities, INC.Broker
Adair, Brakovich INC.Broker
Anchor National Financial Services, INC.Broker
Isfa CorporationBroker
Paine, Webber, Jackson & Curtis INC.Broker
First Mid-America INC.Broker
State Registrations44 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.