Paul Bertrand
Paul Bertrand is a registered investment advisor at Impact Partnership Wealth, LLC, based in Lunenburg, MA, with 29 years of industry experience. Paul 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
Lunenburg, MA
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Regulatory History
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
Paul is the President of Lighthouse Wealth Management, LLC, focusing on insurance and investment sales. He dedicates nearly full-time hours to meeting with clients and creating retirement strategies.
Employment History
Current Registrations
Impact Partnership Wealth, LLC
Previous Registrations
Brookstone Wealth Advisors, LLC
Nationwide Investment Advisors, LLC
Nationwide Investment Services CorporationBroker
Royal Alliance Associates, INC.Broker
Royal Alliance Associates, INC.Broker
John Hancock Distributors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
Mutual of Omaha Investor Services, INC.Broker
State Registrations1 state
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.