Charles Skemp
Charles Skemp is a registered investment advisor at Ipi Wealth Management, INC., based in Dubuque, IA, with 41 years of industry experience. Charles 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
3388 Kennedy Circle Suite F, Dubuque, IA, 52002
Get directionsHistory
Regulatory History (2)
Customer Dispute
November 2012Customer Dispute
June 2012Other Business ActivitiesSells Insurance
Charles sells fixed insurance products through Brokerage Unlimited, dedicating minimal time to this activity. He also owns The Skemp Company, a DBA for tax purposes, spending nearly full-time hours on it.
Employment History
Current Registrations
Ipi Wealth Management, INC.
Investment Planners, INC.
Investment Planners, INC.Broker
Previous Registrations
The Investment FirmBroker
Dubuque Holding CompanyBroker
State Registrations18 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.