Jeffrey Rubin
Advisor at IPIC, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Jeffrey Rubin is a CFP® professional with 30 years of experience in financial advising. He has been the sole advisor at IPIC, Inc. in Keene, NH since 1993. IPIC, Inc. provides investment advisory and financial planning services to individuals, trusts, corporations, and retirement plans, with a focus on pension and profit-sharing plan clients. The firm emphasizes a fundamental analysis approach, uses investment-analysis software to optimize portfolios primarily composed of mutual funds and ETFs, and offers pension consulting and 401(k) plan design services.
Fee options
$0 - $50,000: 1.50% annually $50,001 - $100,000: 1.25% annually $100,001 - $250,000: 1.00% annually $250,001+: 0.75% annually
Fee-only: Fee only, no commissions charged. Fees are negotiable and payable quarterly.
Location
85 Washington St.
Keene, NH 03431
Most active in
Jeffrey R has reported serving >5 clients in these states in the last 12 months.
New Hampshire
Work history
IPIC, Inc
1993 - Present (33 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Duane G
Series 63
Keene, NH
Optimum Wealth LLC
Edward O
Series 63, Series 66
Troy, NH
The Oakes Financial Group
Anthony O
PFS™, Series 65
Keene, NH
Olson Economics, LLC
Robert H
Series 66
Hinsdale, NH
Hodge Financial Services, LLC
Elizabeth C
CFP®, Series 65
Keene, NH
Bluestone Wealth Management LLC
Ryan B
Series 65
N. Swanzey, NH
Waldo.AI, Inc.
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