Monte Hazelbaker
Monte Hazelbaker is a registered investment advisor at Ipi Wealth Management, INC., based in Cincinnati, OH, with 27 years of industry experience. Monte operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 10,743 clients with $2.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IPI Wealth Management's fees for managing your investments are based on a percentage of the value of your portfolio. The annual fee will not exceed 2% on any asset level, but other program fees may increase the annual fee above 2%. This fee can be negotiated. Here is a sample of their fee schedule:
- $0 - $250,000: 2.0%
- $250,001 to $500,000: 1.5%
- $500,001 to $1,000,000: 1.25%
- $1,000,001 to $3,000,000: 1.00%
- $3,000,001 and above: 0.75%
Location
Cincinnati, OH
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Ipi Wealth Management, INC.
Investment Planners, INC.Broker
Previous Registrations
Edward JonesBroker
State Registrations8 states
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