IPI Wealth Management, Inc. offers a full array of portfolio management and financial planning services to individuals, high-net-worth families, businesses, and retirement plans. Founded in 1996 and headquartered in Decatur, Illinois, IPI Wealth Management provides personalized investment management through proprietary model portfolios, third-party asset management programs, and direct portfolio services. The firm designs customized strategies across various risk profiles, incorporating asset allocation, portfolio monitoring, and active management. In addition to investment oversight, IPI Wealth Management offers comprehensive and modular financial planning covering retirement, estate planning, taxes, insurance, cash flow, and business succession. Clients can also receive ongoing advice on accounts held away from the firm, such as workplace retirement plans. The firm works with affiliated broker-dealers and custodians to execute trades while retaining core portfolio supervision.
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.