George Martin
George Martin is a registered investment advisor at Impact Partnership Wealth, LLC, based in Asheville, NC, with 23 years of industry experience. George 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
1 Page Ave, Ste 280, Asheville, NC, 28801
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Regulatory History (1)
Customer Dispute
December 2020Other Business ActivitiesSells Insurance
George owns Four Plus One, Inc., a property and casualty insurance agency. He also works as an insurance agent selling fixed annuities through Charter Financial Group, dedicating nearly full-time hours to this activity.
Employment History
Current Registrations
Impact Partnership Wealth, LLC
Previous Registrations
Alphastar Capital Management
Calton & Associates, INC.Broker
Calton & Associates, INC.
Capital Investment Advisory Services, LLC
Capital Investment Group, INC.Broker
Cic Advisers, LLC
Synergy Investment Group, LLC
Synergy Investment Group, LLCBroker
Synergy Investment Group, LLCBroker
Synergy Investment Group, LLCBroker
Synergy Investment Group, LLCBroker
Pruco Securities CorporationBroker
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.