Charles Brown
Charles Brown is a registered investment advisor at Ipi Wealth Management, INC., based in Kennett, MO, with 38 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
204 St. Francis St., Kennett, MO, 63857
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
Charles is a fixed insurance agent and president at Baker Welman and Brown Insurance, and also provides financial services and sales under Baker Welman and Brown Financial Services, dedicating full-time hours to both. He also serves as a consultant/shareholder for Precision Insurance & Financial Services, Inc. and is the Unit Committee Chairman for Boy Scout Troop 4272 and Cub Scout Pack 4089.
Employment History
Current Registrations
Ipi Wealth Management, INC.
Investment Planners, INC.Broker
Previous Registrations
Cabot Lodge Securities LLCBroker
Wilbanks Securities, INC.Broker
Raymond James Financial Services, INC.Broker
Robert Thomas Securities, INCBroker
Walnut Street Securities, INC.Broker
State Registrations5 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.