Marc Oslar
Marc Oslar is a registered investment advisor at Impact Partnership Wealth, LLC, based in Cary, NC, with 1 years of industry experience. Marc 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
919 Kildaire Farm Road, Ste 1-B, Cary, NC, 27511
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business ActivitiesSells Insurance
Marc is the President/Manager of Marc Oslar Retirement Experience, LLC, focusing on insurance and annuities, dedicating nearly full-time hours to this role. He is also an insurance agent for Modern Woodmen of America, focusing on life insurance, dedicating a few hours per week.
Employment History
Current Registrations
Impact Partnership Wealth, LLC
State Registrations2 states
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