Daniel Garvin
Daniel Garvin is a registered investment advisor at Impact Partnership Wealth, LLC, based in Marietta, GA, with 39 years of industry experience. Daniel 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
1688 White Circle Nw, Marietta, GA, 30066
Get directionsHistory
Regulatory History (2)
Customer Dispute
November 2023Customer Dispute
December 2011Other Business ActivitiesSells Insurance
Daniel is an insurance agent selling life insurance and annuities through Apex Wealth Management, dedicating about a third of his time to this activity. He also works as a notary, but this is not investment-related and takes minimal time.
Employment History
Current Registrations
Impact Partnership Wealth, LLC
Previous Registrations
World Equity Group, INC.Broker
Triumph Wealth Advisors, INC.
Taylor Capital Management INC.Broker
Brokers Financial
Brokers International Financial Services, LLC.Broker
First Allied Advisory Services, INC.
First Allied Securities, INC.
First Allied Securities, INC.Broker
Next Financial Group, INC.
Next Financial Group, INC.Broker
American Investment Services, INC.Broker
Sunamerica Securities, INC.Broker
Wma Securities, INC.Broker
Intersecurities, INC.Broker
PFS Investments INC.Broker
State Registrations1 state
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.