Garrick Batley
Garrick Batley is a registered investment advisor at Ipi Wealth Management, INC., based in Quincy, IL, with 14 years of industry experience. Garrick 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
420 Maine St., Quincy, IL, 62301
Get directionsHistory
Regulatory History (1)
Criminal
July 2001Other Business Activities
Garrick is a salaried portfolio advisor at Mackenzie/Lavery Investments since April 2012. This role takes nearly full-time hours, with some time spent during trading hours.
Employment History
Current Registrations
Ipi Wealth Management, INC.
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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