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Alan Fulk

Ipi Wealth Management, INC.
26 Years of Experience
Springfield, IL
BrokerSells Insurance
View SEC Summary
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Alan Fulk is a registered investment advisor at Ipi Wealth Management, INC., based in Springfield, IL, with 26 years of industry experience. Alan 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

Springfield, IL

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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

Alan is an independent insurance broker selling fixed, health, and property & casualty insurance, dedicating about 10-20% of his time to this. He also serves as Treasurer/Director/Owner of Fulk Farms Inc., receiving salary and dividends, spending about 30 hours per month on this role.

Employment History
Current Registrations
Ipi Wealth Management, INC.
March 2012 - Present · 14 yrs 7 mos
Investment Planners, INC.Broker
January 2003 - Present · 23 yrs 9 mos
Previous Registrations
Ipi Asset Management, INC.
March 2004 - December 2004 · 9 mos
AXA Advisors, LLC
October 2000 - January 2003 · 2 yrs 3 mos
AXA Advisors, LLCBroker
August 2000 - January 2003 · 2 yrs 5 mos
State Registrations4 states
ILKYMOTX
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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