Jorge Rodriguez-Bonano
Jorge Rodriguez-Bonano is a registered investment advisor at Ipi Wealth Management, INC., based in Decatur, IL, with 27 years of industry experience. Jorge 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
226 W. Eldorado, Decatur, IL, 62522
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2016Other Business ActivitiesSells Insurance
Jorge is a life and health insurance agent since 2005, dedicating minimal time to this activity. He is also the President of Advisers Alliance, Inc. since 2015, managing costs and expenses, spending about 10% of his time during regular business hours. He is also an independent insurance agent through various agencies.
Employment History
Current Registrations
Ipi Wealth Management, INC.
Investment Planners, INC.Broker
Previous Registrations
Nationwide Planning Associates INC.Broker
MML Investors Services, LLCBroker
AXA Advisors, LLCBroker
Oriental Financial Services CORP.Broker
Eq Financial Consultants, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations7 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.