Assets Under Management
$2.2B
Number of Clients
10,743
Number of Advisors
69
Average Client AUM
$209K
AUM per Advisor
$32.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
IPI Wealth Management provides advisory services through investment management, financial planning, consulting, and third-party investment managers. They offer proprietary model investment strategies and financial planning services that can address estate, retirement, education, insurance, investments, cash flow, tax, and business planning.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.75% |
Fee schedule can be negotiated on a case-by-case basis.
226 W. Eldorado, Decatur, IL, 62522