TrueAdvisor
TrueAdvisor
BM
BM

Barbara Ann Mutsaers

Ipi Wealth Management, INC.
32 Years of Experience
3 DisclosuresBroker
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningInsurance PlanningTax PlanningEstate PlanningBusiness OwnersHigh Net Worth
Ipi Wealth Management, INC.
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
69 advisors
Number of Clients
10,743 clients
Average Client Portfolio
$209K average
Assets Under Management
$2.2B

Fee Structure

AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $250K2.00%
$250K - $500K1.50%
$500K - $1.0M1.25%
$1.0M - $3.0M1.00%
$3M+0.75%

Fee schedule can be negotiated on a case-by-case basis.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—

Location

Zagarolo

Get directions

History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
June 2003
Award / Judgment
Customer Dispute
January 1997
Award / Judgment
Customer Dispute
December 1996
Settled
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Ipi Wealth Management, INC.
November 2016 - Present · 9 yrs 3 mos
Investment Planners, INC.Broker
February 2015 - Present · 11 yrs
Previous Registrations
First Midwest Securities, INC.Broker
June 2004 - February 2015 · 10 yrs 8 mos
Sterling Financial Investment Group, INC.Broker
April 2003 - June 2004 · 1 yr 2 mos
Brill Securities, INC.Broker
December 2000 - March 2003 · 2 yrs 3 mos
Signal Securities, INC.Broker
October 1997 - December 2000 · 3 yrs 2 mos
Smith Culver InvestmentsBroker
December 1995 - August 1997 · 1 yr 8 mos
W.J. Gallagher & Company, INC.Broker
March 1995 - January 1996 · 10 mos
William Lawrence Securities, INC.Broker
April 1993 - March 1995 · 1 yr 11 mos
State Registrations5 states
CAFLNHNVNY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.