Impact Partnership Wealth, LLC
Assets Under Management
$1.7B
Number of Clients
5,181
Number of Advisors
74
Average Client AUM
$325K
AUM per Advisor
$22.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Impact Partnership Wealth, LLC (IPW) offers model portfolio solutions managed by IPW, third-party providers, or IARs, and direct asset management services with discretionary security selection. IPW also provides services to other registered investment advisory firms (TPRIA Program). Fees are set by IARs within IPW's range.
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
Location
1688 White Circle Nw, Marietta, GA, 30066