CC
CC

Cole Closser

2 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningInsurance PlanningTax PlanningEstate PlanningBusiness OwnersHigh Net Worth
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
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Location

226 W. Eldorado, Decatur, IL, 62522

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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.

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Employment History
Current Registrations
Investment Planners, INC.
November 2025 - Present · 3 mos
Investment Planners, INC.Broker
November 2025 - Present · 3 mos
Ipi Wealth Management, INC.
April 2025 - Present · 10 mos
Previous Registrations
Metlife Investors Distribution CompanyBroker
September 2013 - June 2015 · 1 yr 9 mos
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.