Shayna Fossum
Shayna Fossum is a registered investment advisor at Impact Partnership Wealth, LLC, based in Forsyth, GA, with 7 years of industry experience. Shayna 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
Forsyth, GA
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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
Shayna is the owner and president of S.E.L.F. Wealth LLC, providing financial planning, investment advising, and insurance products, dedicating full-time hours to this role. She also serves as CFO for her husband's concrete company, Speciality Concrete Solutions Inc, spending minimal time on bookkeeping.
Employment History
Current Registrations
Impact Partnership Wealth, LLC
Innovation Partners LLC
Innovation Partners LLCBroker
Previous Registrations
Ip Financial Advisory Services LLC
Madison Avenue Securities, LLC
Madison Avenue Securities, LLCBroker
Madison Avenue Securities, LLCBroker
State Registrations3 states
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