Jason Schwieder
Jason Schwieder is a registered investment advisor at Ipi Wealth Management, INC., based in Moline, IL, with 26 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 10,743 clients with $2.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IPI Wealth Management's fees for managing your investments are based on a percentage of the value of your portfolio. The annual fee will not exceed 2% on any asset level, but other program fees may increase the annual fee above 2%. This fee can be negotiated. Here is a sample of their fee schedule:
- $0 - $250,000: 2.0%
- $250,001 to $500,000: 1.5%
- $500,001 to $1,000,000: 1.25%
- $1,000,001 to $3,000,000: 1.00%
- $3,000,001 and above: 0.75%
Location
5202 38th Ave, Suite 4, Moline, IL, 61265
Get directionsHistory
Regulatory History (2)
Regulatory
December 2012Employment Separation After Allegations
May 2011Other Business ActivitiesSells Insurance
Jason works as an independent insurance agent at Schwieder Insurance Solutions, selling and servicing life, health, disability, long-term care insurance, and annuities. This takes about half of Jason's time.
Employment History
Current Registrations
Ipi Wealth Management, INC.
Investment Planners, INC.Broker
Previous Registrations
Lifemark Securities CORP.Broker
Foresters Equity Services, INC.Broker
Nations Financial Group, INC.
Nations Financial Group, INC.Broker
Amcore Investment Services, INCBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations3 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.