Nathan Hines is a registered investment advisor at Impact Partnership Wealth, LLC, based in Scottsdale, AZ, with 12 years of industry experience. Nathan 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
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Average Client Portfolio
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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
10405 E McDowell Mountain Ranch Rd, Ste C241, Scottsdale, AZ, 85255
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Impact Partnership Wealth, LLC
Previous Registrations
Prostatis Financial Advisors Group
Annexus Securities, LLCBroker
Volant Liquidity, LLCBroker
State Registrations2 states
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