IPIC, Inc. is a registered investment advisory firm in New Hampshire. They offer investment advisory services and general financial planning advice. IPIC uses mutual funds, exchange traded funds (ETFs), and individual securities to build investment portfolios based on each client's needs. The firm manages client assets on a discretionary basis, except for assets in 401(k) plans where individual participants manage their own accounts.
Assets Under Management$14M
Clients75
Advisors1
Avg. per Client$190K
Avg. per Advisor$14M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 1.50% |
| $50K - $100K | 1.25% |
| $100K - $250K | 1.00% |
| $250K+ | 0.75% |
Fees are negotiable. Assets held in 401(k) plans are negotiated on a case by case basis.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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