Corey Hodges is a registered investment advisor at Impact Partnership Wealth, LLC, based in Marietta, GA, with 6 years of industry experience. Corey 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
Corey is the owner/president of Fortified Futures, Inc, focusing on insurance, education, and consulting, dedicating nearly full-time hours. He is also a licensed insurance agent for Fortified Financial Wealth, LLC, and President & CEO of Fortress Health, selling health insurance, dedicating about a quarter of his time. Finally, Corey is a representative for Estate Mentors, LLC, focusing on estate planning, dedicating about 10-20% of his time.
Employment History
Current Registrations
Impact Partnership Wealth, LLC
Previous Registrations
Changepath, LLC
Advisory Alpha, LLC
Claraphi Advisory Network, LLC
State Registrations1 state
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