Ryan Shubin
Ryan Shubin is a registered investment advisor at Impact Partnership Wealth, LLC, based in Marietta, GA, with 24 years of industry experience. Ryan 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
Get directionsHistory
Regulatory History (2)
Regulatory
May 2010Employment Separation After Allegations
December 2008Other Business ActivitiesSells Insurance
Ryan works as a registered representative for Purshe Kaplan Sterling Investments, offering various investment products, dedicating about 10-20% of his time. He also works as an insurance agent for PKS Financial Services and himself, marketing and selling disability, long-term care, fixed life, and annuity insurance products, also dedicating about 10-20% of his time to each. Finally, Ryan is a sailing director at Fort Worth Boat Club, dedicating about a quarter of his time.
Employment History
Current Registrations
Impact Partnership Wealth, LLC
Purshe Kaplan Sterling Investments
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Global View Capital Management LLC
Legacy Private Client Group, INC.
Legacy Private Client Group, INC.
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations10 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.