Charles Skemp
Charles Skemp is a registered investment advisor at Ipi Wealth Management, INC., based in Dubuque, IA, with 41 years of industry experience. Charles is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 13,260 clients with $2.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.75% |
Fees are negotiable on a case-by-case basis. Other program fees or third-party managers may have separate schedules.
Fee Estimator
Location
3388 Kennedy Circle Suite F, Dubuque, IA, 52002
Get directionsHistory
Regulatory History (2)
Customer Dispute
November 2012Customer Dispute
June 2012Other Business ActivitiesSells Insurance
Charles sells fixed insurance products through Brokerage Unlimited, dedicating minimal time to this activity. He also owns The Skemp Company, a DBA for tax purposes, spending nearly full-time hours on it.
Employment History
Current Registrations
Ipi Wealth Management, INC.
Investment Planners, INC.
Investment Planners, INC.Broker
Previous Registrations
The Investment FirmBroker
Dubuque Holding CompanyBroker
State Registrations18 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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