Bo Chen is a registered investment advisor at Impact Partnership Wealth, LLC, based in Marietta, GA, with 3 years of industry experience. Bo 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
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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.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Bo is an insurance agent at The Maverick Insurance, LLC, spending about a quarter of his time selling insurance and meeting with clients. He is also VP of Practice Development at The Impact Partnership, an insurance marketing organization, dedicating nearly full-time hours to recruiting advisors.
Employment History
Current Registrations
Impact Partnership Wealth, LLC
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.