Impact Partnership Wealth is a registered investment advisor founded in May 2021 and headquartered in Marietta, Georgia. The firm offers a variety of services to individual investors, families, and businesses, including model portfolio solutions, direct asset management, and financial planning and consulting. Impact Partnership Wealth operates primarily through independent investment advisor representatives who tailor services to individual client goals, risk tolerances, and financial situations. The firm utilizes third-party platforms and portfolio strategists, such as AE Wealth Management, to provide trading, administrative, and operational support. In addition to managing accounts on a discretionary basis, the firm provides services to retirement plan sponsors and acts as a sub-advisor for other investment advisors. Impact Partnership Wealth emphasizes customized asset allocation, fundamental and technical analysis, and direct indexing strategies while maintaining a strong network of affiliated insurance and broker-dealer entities.
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.