Charles Jordan Skemp
Advisor at IPI Wealth Management, Inc. — Miami, FL
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.
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.
Credentials
Series 65
Experience Industry experience
2 years
Location
Miami, FL
IPI Wealth Management, Inc.
Multi-team
Charles Skemp is a Series 65–licensed advisor at IPI Wealth Management, Inc. in Miami, FL, with two years of industry experience. His work background includes roles at various companies, including investment advisory positions at Skemp Company and Investment Planners Inc. He is also involved with Skemp Financial Group, LLC, a non-investment real estate venture focused on buying and selling properties. IPI Wealth Management provides investment management, financial planning, and access to third-party asset managers for individuals, businesses, and retirement plans. The firm manages approximately $2.65 billion in assets through a team of 66 advisors and employs an open-architecture approach with proprietary, risk-based portfolios managed on a discretionary basis.
Based on IPI Wealth Management, Inc.
Based on IPI Wealth Management, Inc.
Financial planning fixed fees ranging approximately from $750 to $5,000 or more depending on complexity
$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 and 12b-1 fees earned by affiliated broker-dealer on securities and insurance transactions, separate from advisory fees
Hourly financial planning fees negotiable, typically $150 to $250 per hour
Fee-only: Financial planning fees charged hourly ($150 to $250 per hour) or fixed fee basis ($750 to $5,000 or more)
Miami, FL
Miami FL
Advisors at this office
1
Florida
2 years of industry experience
Skemp Company: Investment Advisors
2024 - Present • 2 years
Dubuque, IA
ExTreem Stump Removal
2020 - 2020 • 1 year
Dubuque, IA
The Summit
2019 - 2023 • 4 years
Iowa City, IA
Ron Smith and Sons Construction
2019 - 2019 • 1 year
Dubuque, IA
Menards
2018 - 2018 • 1 year
Dubuque, IA
Dubuque Golf and Country Club
2017 - 2018 • 1 year
Dubuque, IA
Skemp Company: Investment Advisors
2015 - 2024 • 9 years
Dubuque, IA
Investment Planners Inc.
2015 - 2024 • 9 years
Decatur, IL
School
2012 - 2017 • 5 years
Dubuque, IA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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