Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IPW's model portfolio solutions and direct asset management services are provided on a wrap-fee basis, meaning you'll pay a fee based on assets under management. Each IAR can set IPW’s annual investment advisory fee up to a maximum of 1.65%. The fee includes compensation for IPW and potentially the model portfolio manager. Certain custodian fees, like alternative investment fees, are not covered. Financial planning and consulting services are offered separately under hourly- and fixed-fee arrangements. Lower fees may be available elsewhere.
Areas of Practice
Advisor Information
Office location
1688 White Circle Nw, Marietta, GA, 30066
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No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Bo is an insurance agent at The Maverick Insurance, LLC, spending about a quarter of his time selling insurance and meeting with clients. He is also VP of Practice Development at The Impact Partnership, an insurance marketing organization, dedicating nearly full-time hours to recruiting advisors.