Karen Garner
Karen Garner is a registered investment advisor at Impact Partnership Wealth, LLC, based in Marietta, GA, with 12 years of industry experience. Karen 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
May 2018Other Business ActivitiesSells Insurance
Karen is an independent insurance agent for Roberts Wealth Management, providing insurance and annuity solutions, dedicating about 10-20% of her time. She is also an IAR for RWM Capital, LLC and Foundations Investment Advisors, LLC, each taking about half of her time.
Employment History
Current Registrations
Impact Partnership Wealth, LLC
Previous Registrations
Rwm Capital, LLC
Foundations Investment Advisors LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Alluvion Securities, LLCBroker
State Registrations2 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.