Roland Greco
Roland Greco is a registered investment advisor at Impact Partnership Wealth, LLC, based in Marietta, GA, with 26 years of industry experience. Roland operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 5,181 clients with $1.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IPW charges a percentage of your portfolio annually for investment management. The exact percentage can vary depending on the advisor you work with, up to a maximum of 1.65%. The fee includes IPW's compensation and sometimes a portion for the model portfolio manager. Cash in a model portfolio is included in the billing, but non-modelized cash is not billed for investment advisory fees.
Location
1688 White Circle Nw, Marietta, GA, 30066
Get directionsHistory
Regulatory History (1)
Judgment / Lien
August 2017Other Business ActivitiesSells Insurance
Roland owns College Planning Advisors, helping families with college planning strategies, dedicating a few hours per week. He is also a registered representative and investment advisor representative doing business as RG Financial Services, selling various insurance products, also dedicating a few hours per week. Finally, Roland refers clients to AE Medical Partner Program, spending minimal time on this activity.
Employment History
Current Registrations
Impact Partnership Wealth, LLC
Madison Avenue Securities, LLCBroker
Previous Registrations
Madison Avenue Securities, LLC
J. W. Cole Advisors, INC.
J.W. Cole Financial, INC.Broker
LPL Financial LLC
Private Advisor Group, LLC
Premier College Funding
Insight Private Advisors, LLC
Jacobi Capital Management, LLC
LPL Financial Corporation
LPL Financial LLCBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.