Imperity Wealth Alliance provides financial planning and investment management services. They offer a range of services including wealth management, insurance, employee benefits, retirement, tax planning, and risk management. Imperity Wealth partners with Commonwealth Financial Network to offer consulting and asset management programs. They also offer access to third-party asset managers. Imperity Wealth acts as a promoter or sub-advisor for these programs.
Fee Structure
Imperity Wealth offers investment management services through various programs, including PPS Custom, PPS Select, and PPS Direct. Fees vary depending on the program and the amount of assets managed.
PPS Custom Program (Transactions): Fees are based on a percentage of assets managed, and clients may also pay transaction charges.
PPS Custom Program (Platform): Clients pay a management fee and a platform fee, which may be paid by Imperity Wealth on behalf of the client. Transaction charges may also apply.
PPS Select Program: Clients pay an advisor fee and a program fee.
PPS Direct Program: Clients pay an advisor fee and a program fee, not to exceed 3.00% combined.
Fees are negotiable, and clients will receive a refund of unearned fees if they terminate their advisory agreement.