Jamie Peak
Jamie Peak is a registered investment advisor at Impact Partnership Wealth, LLC, based in Marietta, GA, with 19 years of industry experience. Jamie 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
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Regulatory History (1)
Financial
June 2025Other Business Activities
Jamie works as a notary since 2005. This activity is not investment-related and takes minimal time.
Employment History
Current Registrations
Impact Partnership Wealth, LLC
Previous Registrations
Brookstone Wealth Advisors, LLC
LPL Financial LLC
LPL Financial LLCBroker
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial CorporationBroker
Mutual Service CorporationBroker
Northwestern Mutual Investment Services, LLCBroker
Fsc 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.