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Jerald Peabody

Advisor at IPI Wealth Management, Inc.

Updated today

Location

Macomb, IL 61455

Credentials

Series 66

Industry experience

28 years

About

Jerald Peabody is a financial advisor with IPI Wealth Management, Inc. in Macomb, Illinois, holding a Series 66 designation and 28 years of industry experience. He has been with IPI Wealth Management and its predecessor, Investment Planners, Inc., since 1998. Outside of his advisory role, he is the owner of Daly/Peabody Inc. and serves as president and owner of Financial Planning Services Inc., where he manages branch staff and operations. IPI Wealth Management serves a diverse client base including individual investors, charitable and corporate clients, and retirement plans by providing portfolio management, financial planning, and access to third-party manager programs. The firm uses an open-architecture investment platform with proprietary risk-based model suites and outsources operational functions to an appointed systems provider.

Client services

Based on IPI Wealth Management, Inc.

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

Based on IPI Wealth Management, Inc.

ESG / Sustainable investing Retirement income strategy

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Fee options

Fixed

Financial planning fixed fees ranging approximately from $750 to $5,000 or more depending on complexity

Percentage

$0 - $250,000: 2.0% $250,001 - $500,000: 1.5% $500,001 - $1,000,000: 1.25% $1,000,001 - $3,000,000: 1.00% $3,000,001+: 0.75%

Commissions

Commissions and 12b-1 fees earned by affiliated broker-dealer on securities and insurance transactions, separate from advisory fees

Project-based

Hourly financial planning fees negotiable, typically $150 to $250 per hour

Other

Fee-only: Financial planning fees charged hourly ($150 to $250 per hour) or fixed fee basis ($750 to $5,000 or more)

Location

121 N. Mcarthur Rd.

Macomb, IL 61455

Most active in

Illinois

Work history

Ipi Wealth Management

1998 - Present (28 years)

Investment Planners, Inc.

1998 - Present (28 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Business ownership considerations Business exit / sale strategy Business succession planning General estate planning guidance General retirement planning Retired Founder/Business Owner Executive
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