EH
EH

Eddie Dean Hart

41 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningInsurance PlanningTax PlanningEstate PlanningBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
69 advisors
Number of Clients
10,743 clients
Average Client Portfolio
$209K average
Assets Under Management
$2.2B

Fee Structure

AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $250K2.00%
$250K - $500K1.50%
$500K - $1.0M1.25%
$1.0M - $3.0M1.00%
$3M+0.75%

Fee schedule can be negotiated on a case-by-case basis.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

226 W. Eldorado, Decatur, IL, 62522

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History

Regulatory History
Clean regulatory record

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.

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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.
October 2006 - Present · 19 yrs 4 mos
Investment Planners, INC.Broker
July 2004 - Present · 21 yrs 7 mos
Previous Registrations
Schoff & Baxter, INC.Broker
October 1984 - October 2004 · 20 yrs
State Registrations20 states
ARAZCACOFLGAIAILKYMONENVNYOKSCSDTXVAWAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Eddie Dean Hart - Financial Advisor | TrueAdvisor