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Barbara Mutsaers

Ipi Wealth Management, INC.
33 Years of Experience
Zagarolo
3 DisclosuresBroker
View SEC Summary
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Barbara Mutsaers is a registered investment advisor at Ipi Wealth Management, INC., based in Zagarolo, with 33 years of industry experience. Barbara 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
—
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Location

Zagarolo

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
June 2003
Award / Judgment
Customer Dispute
January 1997
Award / Judgment
Customer Dispute
December 1996
Settled
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Ipi Wealth Management, INC.
November 2016 - Present · 9 yrs 11 mos
Investment Planners, INC.Broker
February 2015 - Present · 11 yrs 8 mos
Previous Registrations
First Midwest Securities, INC.Broker
June 2004 - February 2015 · 10 yrs 8 mos
Sterling Financial Investment Group, INC.Broker
April 2003 - June 2004 · 1 yr 2 mos
Brill Securities, INC.Broker
December 2000 - March 2003 · 2 yrs 3 mos
Signal Securities, INC.Broker
October 1997 - December 2000 · 3 yrs 2 mos
Smith Culver InvestmentsBroker
December 1995 - August 1997 · 1 yr 8 mos
W.J. Gallagher & Company, INC.Broker
March 1995 - January 1996 · 10 mos
William Lawrence Securities, INC.Broker
April 1993 - March 1995 · 1 yr 11 mos
State Registrations5 states
CAFLNHNVNY
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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