IPIC, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$8,444,000
Clients
70
Advisors
1
of 1 employees
About
The firm provides investment advisory services and general financial planning to individuals, trusts, corporations and retirement plans, and specifically serves pension and profit-sharing plan clients. It also offers pension consulting and 401(k) plan design and administration, with plan-level engagements negotiated on a case-by-case basis.
Portfolios are constructed mainly with mutual funds and exchange-traded funds, with individual securities used at client request, and investment advice is guided by a fundamental analysis framework. The firm uses investment‑analysis software to optimize allocations along an efficient‑frontier approach, favors infrequent trading and long‑term positioning, and manages individual accounts on a discretionary basis while offering limited‑discretion plan services where participants retain allocation control.
Distinctive features include the firm’s provision of pension consulting and plan design—services that are relatively uncommon among peers of its size—alongside continuity of ownership and a principal with a CFP designation and long tenure in the business. The adviser operates on a fee‑only basis, uses an independent custodian and third‑party research tools, and does not accept commissions or performance‑based fees.
Client services
Expertise
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.
Main office
85 Washington St.
Keene NH 03431
Advisors at this office
1
Most active in
New Hampshire
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
Forms ADV
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