Assets Under Management
$1.7B
Number of Clients
5,181
Number of Advisors
74
Average Client AUM
$325K
AUM per Advisor
$22.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
IPW offers model portfolio solutions managed by IPW, third-party strategists, or adviser-managed models. They also offer direct asset management services. IPW provides services to other RIAs through the TPRIA program. Fees are based on assets under management.
1688 White Circle Nw, Marietta, GA, 30066