Eddie Hart
Eddie Hart is a registered investment advisor at Ipi Wealth Management, INC., based in Burlington, IA, with 42 years of industry experience. Eddie 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
1200 S. Main Street, Burlington, IA, 52601
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Eddie is involved in entertainment as a musician, dedicating minimal time to this activity. He is also an independent insurance agent selling fixed annuities and life insurance.
Employment History
Current Registrations
Ipi Wealth Management, INC.
Investment Planners, INC.Broker
Previous Registrations
Schoff & Baxter, INC.Broker
State Registrations20 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
More Advisors
- Jodi Anderson, ChFCWealth Enhancement Advisory Services, LLC
- Lance Beckman, CFPClearwealth
- Marvin Thomson, CFPIntegrity Alliance, LLC
- Kent Schmidgall, CFPFocus Partners Wealth, LLC
- Jeffrey Erickson, ChFCNorthwestern Mutual Investment Services,llc