CH
CH

Chris Hammann

32 Years of Experience
BrokerSells Insurance

Chris Hammann is a registered investment advisor at Ipi Wealth Management, INC., based in Carlinville, IL, with 32 years of industry experience. Chris 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
66 advisors
Number of Clients
10,743 clients
Average Client Portfolio
$209K average
Assets Under Management
$2.2B

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%
Loading...

Location

22775 Dodge Rd., Carlinville, IL, 62626

Get directions

History

Regulatory History
Clean regulatory record

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

Chris owns a farm and is a musician, neither of which are investment-related and require minimal time. He also sells insurance products through Brokerage Unlimited, Baughmann Insurance, and Aflac, dedicating a few hours per week to these activities.

Employment History
Current Registrations
Ipi Wealth Management, INC.
November 2000 - Present · 25 yrs 5 mos
Investment Planners, INC.Broker
February 1997 - Present · 29 yrs 2 mos
Investment Planners, INC.
February 1997 - Present · 29 yrs 2 mos
Previous Registrations
Investment Planners, INC.Broker
April 1993 - November 1996 · 3 yrs 7 mos
State Registrations12 states
GAIAILINKYMOOHOKSCTXVAWI
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Chris Hammann - Financial Advisor | TrueAdvisor