Corey Hodges
Corey Hodges is a registered investment advisor at Impact Partnership Wealth, LLC, based in Winston Salem, NC, with 6 years of industry experience. Corey 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
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
Location
514 S Stratford Rd, Ste 320, Winston Salem, NC, 27103
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Corey is the owner/president of Fortified Futures, Inc, focusing on insurance, education, and consulting, dedicating nearly full-time hours. He is also a licensed insurance agent for Fortified Financial Wealth, LLC, and President & CEO of Fortress Health, selling health insurance, dedicating about a quarter of his time. Finally, Corey is a representative for Estate Mentors, LLC, focusing on estate planning, dedicating about 10-20% of his time.
Employment History
Current Registrations
Impact Partnership Wealth, LLC
Previous Registrations
Changepath, LLC
Advisory Alpha, LLC
Claraphi Advisory Network, LLC
State Registrations1 state
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
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