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Ipi Wealth Management, Inc.
Decatur, Illinois
IPI Wealth Management, Inc. is a reputable regional investment advisory firm headquartered in Decatur, IL, offering a comprehensive range of financial services. With 81 dedicated employees, IPI Wealth Management primarily focuses on providing investment advisory services to their broad client base. Their team of experienced advisors boasts an impressive average of approximately $185,270,000 in assets under management per investment advisor, surpassing the industry average.
Boasting a diverse compensation structure, IPI Wealth Management ensures that their advisors' interests are aligned with those of their clients. Compensation o...see more
Assets Under Mgmt
$1.78B
Investment Professionals
78
Locations
43
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Hourly Charges
- Fixed Fees
Services Provided Section
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Reviews for Ipi Wealth Management, Inc.
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