IPI Wealth Management provides investment management and financial planning services to individuals and institutions. They offer personalized portfolio management based on client needs and goals, using model portfolios and various investment strategies. Financial planning services include comprehensive and limited plans covering estate, retirement, education, insurance, tax, and business planning.
Assets Under Management$2.2B
Clients10,743
Advisors66
Avg. per Client$210K
Avg. per Advisor$34M
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%
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Location
66 Advisors at this firm
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