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Achilleas Vargiamis

Impact Partnership Wealth, LLC
7 Years of Experience
Wilmington, DE
Sells Insurance
View SEC Summary
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Achilleas Vargiamis is a registered investment advisor at Impact Partnership Wealth, LLC, based in Wilmington, DE, with 7 years of industry experience. Achilleas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 8,017 clients with $3B in assets under management.

Impact Partnership Wealth, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
87 advisors
Number of Clients
8,017 clients
Average Client Portfolio
$370K average
Assets Under Management
$3.0B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Individual advisors can set the annual fee up to a maximum of 2.00%. Fees are negotiable on a client-by-client basis.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

501 Silverside Road, Suite 31, Wilmington, DE, 19809

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Achilleas is an independent life insurance agent appointed by various insurance carriers, recommending and selling life insurance and fixed indexed annuities through The Impact Partnership, LLC. He also works as a financial advisor for Patria Wealth Group, focusing on wealth management, insurance, and annuities; both activities take about a quarter of his time each.

Employment History
Current Registrations
Impact Partnership Wealth, LLC
May 2022 - Present · 4 yrs 5 mos
Previous Registrations
TD Private Client Wealth LLC
February 2019 - July 2021 · 2 yrs 5 mos
TD Private Client Wealth LLCBroker
October 2018 - July 2021 · 2 yrs 9 mos
State Registrations1 state
DE
Advisor

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.

Exams
No exam information available for this advisor.
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