Craig Shepard
Craig Shepard is a registered investment advisor at Impact Partnership Wealth, LLC, based in Marietta, GA, with 14 years of industry experience. Craig 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 (1)
Criminal
March 1988Other Business ActivitiesSells Insurance
Craig is the owner, manager, and president of Federal Retirement Solutions LLC, offering insurance and retirement income planning services. He dedicates significantly more than full-time hours to this activity, with about half of his time occurring during security trading hours, meeting with prospective clients and creating retirement plans.
Employment History
Current Registrations
Impact Partnership Wealth, LLC
Previous Registrations
Brookstone Wealth Advisors, LLC
Lincoln Financial Advisors Corporation
Thrivent Investment Management 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.