Annetta Carter is a registered investment advisor at Impact Partnership Wealth, LLC, based in Marietta, GA, with 4 years of industry experience. Annetta 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
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business ActivitiesSells Insurance
Annetta is an agent/owner at Magnolia Financial Strategies, focusing on Medicare, prescription drug plans, and life insurance sales and service, dedicating full-time hours to this. She also serves as a board member for a non-profit ministry, spending minimal time on it.
Employment History
Current Registrations
Impact Partnership Wealth, LLC
Previous Registrations
Securian Financial Services, INC.
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.