Steven Standley
Steven Standley is a registered investment advisor at Impact Partnership Wealth, LLC, based in Brentwood, TN, with 25 years of industry experience. Steven 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
1804 Williamson Ct, Ste 207, Brentwood, TN, 37027
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Regulatory History (1)
Customer Dispute
August 2022Other Business ActivitiesSells Insurance
Steven is the owner of Standley Financial Group, offering fixed insurance, life insurance, and annuities for general planning and retirement income, dedicating about half of his time. He is also a referral partner for ABCover, providing solutions to school systems for teacher absenteeism, dedicating minimal time.
Employment History
Current Registrations
Impact Partnership Wealth, LLC
Previous Registrations
D.H. Hill Advisors, INC.
D.H. Hill Securities, LllpBroker
Oneamerica Securities, INC.Broker
American United Life Insurance CompanyBroker
Legacy Financial 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.