IPI Wealth Management, Inc.

RIASEC Registered

Total AUM

$2.7B

Discretionary

$2.5B

93% of AUM

Avg account

$200K

Accounts

13,260

Employees

Advisory reps

Firm details

Headquarters: Decatur, Illinois
CRD number: 111872
Registered since: November 1, 1999
Website: www.ipiwm.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals60.84%
HNWI34.91%
Corporations / Businesses2.57%
Pension & Profit Sharing Plans1.6%
Charitable Organizations0.09%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

IPI Wealth Management, Inc. is an independent, privately owned registered investment adviser organized as a corporation. The firm is SEC registered (registration year 1999) and serves both individual and family clients as well as institutional clients. Its advisory services include financial planning, portfolio management for individuals, small businesses and institutions, selection of other advisers, and educational seminars and workshops. Fee arrangements are flexible and include percentage-of-AUM billing, hourly charges and fixed fees. The firm identifies itself as a capital allocator and reports active ESG investing as part of its approach. IPI also maintains industry relationships with broker-dealers and insurance companies.