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Impact Partnership Wealth, Llc
Kennesaw, Georgia
5.0
12 Reviews
Impact Partnership Wealth, LLC, a well-established regional investment advisory firm based in Kennesaw, GA, has been at the forefront of providing comprehensive financial solutions to a wide range of clients. With 37 employees, including 33 dedicated to investment advisory services, they possess the expertise and resources to deliver exceptional results.
The firm's investment advisors at Impact Partnership Wealth, LLC maintain an impressive average of approximately $38,490,000 in assets under management, demonstrating their commitment to personalized attention and meticulous portfolio management. Their compensation structure is f...see more
Assets Under Mgmt
$291.97M
Investment Professionals
33
Locations
30
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Fixed Fees
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Disclosures
- Found to have been involved in a violation of investment regulations or statutes by Federal regulatory agency
- Orders brought against in connection to investment related activities (10yrs)
- Currently the subject of any regulatory proceeedings previously talked about
Reviews for Impact Partnership Wealth, Llc
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