Brian Dorsey is a registered investment advisor at Impact Partnership Wealth, LLC, based in Hyattsville, MD, with 24 years of industry experience. Brian 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
8201 Corporate Dr, Ste 1135, Hyattsville, MD, 20785
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Regulatory History (2)
Judgment / Lien
March 2023Financial
August 2017Employment History
Current Registrations
Impact Partnership Wealth, LLC
Previous Registrations
Nylife Securities LLCBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
AXA Advisors, LLC
MML Investors Services, LLC
MML Investors Services, LLCBroker
Money Concepts Capital CORPBroker
Money Concepts Advisory Service
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
First Maryland Brokerage CorporationBroker
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.