Achilleas Vargiamis
Achilleas Vargiamis is a registered investment advisor at Impact Partnership Wealth, LLC, based in Wilmington, DE, with 6 years of industry experience. Achilleas 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
501 Silverside Road, Suite 31, Wilmington, DE, 19809
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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
Achilleas is an independent life insurance agent appointed by various insurance carriers, recommending and selling life insurance and fixed indexed annuities through The Impact Partnership, LLC. He also works as a financial advisor for Patria Wealth Group, focusing on wealth management, insurance, and annuities; both activities take about a quarter of his time each.
Employment History
Current Registrations
Impact Partnership Wealth, LLC
Previous Registrations
TD Private Client Wealth LLC
TD Private Client Wealth LLCBroker
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.