Barbara Mutsaers
Barbara Mutsaers is a registered investment advisor at Ipi Wealth Management, INC., based in Zagarolo, with 32 years of industry experience. Barbara 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
Zagarolo
Get directionsHistory
Regulatory History (3)
Customer Dispute
June 2003Customer Dispute
January 1997Customer Dispute
December 1996Employment History
Current Registrations
Ipi Wealth Management, INC.
Investment Planners, INC.Broker
Previous Registrations
First Midwest Securities, INC.Broker
Sterling Financial Investment Group, INC.Broker
Brill Securities, INC.Broker
Signal Securities, INC.Broker
Smith Culver InvestmentsBroker
W.J. Gallagher & Company, INC.Broker
William Lawrence 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.