Chris Hammann
Chris Hammann is a registered investment advisor at Ipi Wealth Management, INC., based in Carlinville, IL, with 33 years of industry experience. Chris 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
22775 Dodge Rd., Carlinville, IL, 62626
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
Chris owns a farm and is a musician, neither of which are investment-related and require minimal time. He also sells insurance products through Brokerage Unlimited, Baughmann Insurance, and Aflac, dedicating a few hours per week to these activities.
Employment History
Current Registrations
Ipi Wealth Management, INC.
Investment Planners, INC.
Investment Planners, INC.Broker
Previous Registrations
Investment Planners, INC.Broker
State Registrations13 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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