Jimmy Lin
Jimmy Lin is a registered investment advisor at Impact Partnership Wealth, LLC, based in Las Vegas, NV, with 3 years of industry experience. Jimmy 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
10161 W Park Run Dr, Ste 150, Las Vegas, NV, 89145
Get directionsHistory
Regulatory History (2)
Financial
October 2020Financial
June 2019Other Business ActivitiesSells Insurance
Jimmy owns RightPath Financial Group, selling insurance products and providing tax advice, dedicating about 10-20% of his time. He is also an Enrolled Agent at RightPath Tax Pros, preparing taxes and providing tax plans, spending a few hours per week.
Employment History
Current Registrations
Impact Partnership Wealth, LLC
Previous Registrations
Gradient Advisors, 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.