401k Investment Professionals

Investment Professionals, LLC, operating as 401k Investment Professionals, is a Wisconsin-based corporation established in February 2016 by Jason Donald Marty. The firm offers portfolio management services tailored to individual client goals, risk tolerance, and time horizons. Clients may grant discretionary authority for securities selection and transactions. The firm's investment strategy includes asset allocation, risk assessment, and regular portfolio monitoring. Services encompass financial planning, focusing on investment, life insurance, tax, retirement, education, and debt planning. IPL primarily advises on mutual funds, fixed income securities, equities, and ETFs, with a minimum account size of $5,000. Fees are asset-based at 1.25% annually, with hourly financial planning fees at $250. Clients are responsible for third-party fees, and IPL does not participate in wrap fee programs. The firm does not accept performance-based fees and primarily serves individuals, high-net-worth individuals, and retirement accounts. IPL's analysis methods include charting, fundamental, technical analysis, and modern portfolio theory, with long-term and short-term trading strategies. IPL does not have disciplinary actions, and its financial condition is sound, with no bankruptcy petitions in the last ten years.