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Elizabeth Meier

Ipi Wealth Management, INC.
34 Years of Experience
St. Louis, MO
BrokerSells Insurance
View SEC Summary
View SEC Summary

Elizabeth Meier is a registered investment advisor at Ipi Wealth Management, INC., based in St. Louis, MO, with 34 years of industry experience. Elizabeth 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.

Ipi Wealth Management, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
68 advisors
Number of Clients
13,260 clients
Average Client Portfolio
$200K average
Assets Under Management
$2.7B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K2.00%
$250K - $500K1.50%
$500K - $1.0M1.25%
$1.0M - $3.0M1.00%
$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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1750 South Brentwood Blvd., Suite 500, St. Louis, MO, 63144

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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

Elizabeth is a self-employed CPA, preparing tax returns for about 10-20% of her time during February through April. She also sells fixed insurance products, including indexed annuities, dedicating a few hours per week.

Employment History
Current Registrations
Ipi Wealth Management, INC.
January 2017 - Present · 9 yrs 9 mos
Investment Planners, INC.Broker
September 2003 - Present · 23 yrs 1 mo
Previous Registrations
William J. Conway & CO., INC.Broker
October 1991 - December 2003 · 12 yrs 2 mos
State Registrations9 states
COFLILKSMIMNMOTXWA
AdvisorBrokerBoth

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
No exam information available for this advisor.
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