Scott Davis
Scott Davis is a registered investment advisor at Impact Partnership Wealth, LLC, based in Ocean Springs, MS. Scott 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
703 Bellande Ave, Ocean Springs, MS, 39564
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Regulatory History (1)
Financial
October 2024Other Business ActivitiesSells Insurance
Scott is a passive real estate investor in GRSG Holdings MS LLC, dedicating minimal time to this activity. He is also an insurance agent with Roberts Wealth Management, LLC, selling life, accident, and health insurance, which takes about half of his time.
Employment History
Current Registrations
Impact Partnership Wealth, LLC
Previous Registrations
Rwm Capital, 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.