Erik Wilson
Erik Wilson is a registered investment advisor at Impact Partnership Wealth, LLC, based in Stuart, FL, with 17 years of industry experience. Erik is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 8,017 clients with $3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Individual advisors can set the annual fee up to a maximum of 2.00%. Fees are negotiable on a client-by-client basis.
Fee Estimator
Location
759 SW Federal Hwy, #201-A, Stuart, FL, 34994
Get directionsHistory
Regulatory History (1)
Judgment / Lien
July 2018Employment History
Current Registrations
Impact Partnership Wealth, LLC
World Equity Group, INC.Broker
Previous Registrations
Triumph Wealth Advisors, INC.
Taylor Capital Management INC.Broker
Fintegra Financial Solutions
Fintegra, LLCBroker
Mclaughlin, Piven, Vogel Securities, INC.Broker
W.J. Nolan & Company, INC.Broker
Dalton Kent Securities Group, INC.Broker
Investment Centers of America, INC.Broker
Mclaughlin, Piven, Vogel Securities, INC.Broker
State Registrations4 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.
Exams
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