Overview
- Headquarters
- Decatur, IL
- Total Firm Assets
- $2.7 billion
- Average High-Net-Worth Client Portfolio Size
- $2.1 million
Fee Disclosure
Source: IPI WEALTH MANAGEMENT ADV2A (2025-06-09)
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Latest filing: IPI WEALTH MANAGEMENT ADV2A (2026-03-20)
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| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $250,000 | 2.00% |
| $250,001 | $500,000 | 1.50% |
| $500,001 | $1,000,000 | 1.25% |
| $1,000,001 | $3,000,000 | 1.00% |
| $3,000,001 | and above | 0.75% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $15,000 | 1.50% |
| $5 million | $50,000 | 1.00% |
| $10 million | $87,500 | 0.88% |
| $50 million | $387,500 | 0.78% |
| $100 million | $762,500 | 0.76% |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 34.91%
- Number of High-Net-Worth Clients
- 435
- Total Client Accounts
- 13,260
- Discretionary Accounts
- 12,525
- Non-Discretionary Accounts
- 735
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection, Educational Seminars
Regulatory Filings
- SEC CRD Number
- 111872
- IPI WEALTH MANAGEMENT ADV2A (2026-03-20) · View brochure text
- IPI WEALTH MANAGEMENT ADV2A (2025-06-09) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗