Ipsen Advisor Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$236,098,593
Total clients
337
14% high-net worth
Total advisors
3
of 5 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
112
Average account size
$700,589
About
Ipsen Advisor Group provides discretionary investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, trusts, and estates. The firm manages approximately $236 million in client assets across a small team and works with both individual and institutional retirement plan sponsors.
The firm bases portfolio construction on fundamental analysis and offers tailored portfolios composed of individual equities, bonds, mutual funds, ETFs and, when appropriate, options, margin, and private placement or partnership interests. Financial planning is offered as a standalone service (fixed or hourly fees) or integrated into managed accounts, and retirement-plan engagements include vendor analysis, IPS design, performance monitoring, and ERISA 404(c) assistance.
Ipsen discloses that some advisory personnel are also licensed insurance agents and that at least one supervised person maintains a separate registration with an unaffiliated broker-dealer, and it states that any insurance or brokerage commissions are received separately from advisory fees. This mix of fee-based advisory services together with insurance and broker-dealer activities is a distinguishing feature relative to many similarly sized supported firms and is identified in the brochure as a potential conflict of interest the firm manages through disclosures and supervisory controls.
Client services
Expertise
Fee options
Financial Planning fixed fees typically range from $900 to $5,000
$0 - $1,000,000: 1.15% - 1.50% $1,000,000 - $2,500,000: 0.90% - 1.35% $2,500,000 - $5,000,000: 0.60% - 1.20% $5,000,000 - $10,000,000: 0.40% - 0.95% $10,000,000 - $15,000,000: 0.25% - 0.75% $15,000,000+: 0.15% - 0.65%
Up to $600 per hour for financial planning services
Fee-only: Financial Planning fees: $900 to $5,000 fixed fee or up to $600 per hour
Main office location
Ipsen Advisor Group
1701 Centerview Drive, Suite 121
Little Rock AR 72211, United States
Number of offices
1
Most active in
Arizona · Arkansas · Florida · Georgia · Kentucky · Louisiana · Ohio · Tennessee · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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.
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