Tanner Bartlow
Tanner Bartlow is a registered investment advisor at Ipi Wealth Management, INC., based in Decatur, IL, with 6 years of industry experience. Tanner 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)
Employment Separation After Allegations
June 2023Other Business ActivitiesSells Insurance
Tanner is an insurance agent at Forthright Capital Partners, LLC, an insurance agency, since August 2023. He dedicates full-time hours to soliciting individual life insurance and fixed annuity products.
Employment History
Current Registrations
Ipi Wealth Management, INC.
Investment Planners, INC.Broker
Previous Registrations
Forthright Capital Advisory
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
State Registrations1 state
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.