Bart Jones is a registered investment advisor at Ipi Wealth Management, INC., based in Brentwood, TN, with 26 years of industry experience. Bart 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
2 Maryland Farms, Suite #129, Brentwood, TN, 37027
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
Bart is a tax preparer through Investment Planners, PLLC, spending minimal time on it, and also handles fixed insurance sale renewals, also spending minimal time. These activities are conducted outside of the office.
Employment History
Current Registrations
Ipi Wealth Management, INC.
Investment Planners, INC.Broker
Previous Registrations
Investment Planners, INC.Broker
State Registrations7 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.