Amy Ross
Amy Ross is a registered investment advisor at Impact Partnership Wealth, LLC, based in Myrtle Beach, SC, with 1 years of industry experience. Amy 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
1039 44th Ave N, Ste 104, Myrtle Beach, SC, 29577
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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
Amy is the President of Gold Shield Wealth Management LLC and Gold Shield Wealth Financial LLC, both involved in financial planning and managing client portfolios, dedicating full-time hours to each. She is also the co-founder of Aider Insurance Group, focusing on Medicare and simplified issue life insurance, but spends no time on this activity.
Employment History
Current Registrations
Impact Partnership Wealth, LLC
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.
Exams
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