Curtis James is a registered investment advisor at Impact Partnership Wealth, LLC, based in Burnsville, MN, with 1 years of industry experience. Curtis 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
12940 Harriet Ave S, Ste 260, Burnsville, MN, 55337
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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
Curtis is the President of Bear Market Financial Services, LLC, where he meets with clients to discuss their needs and retirement goals, focusing on insurance-based products. He dedicates about a quarter of his time to this activity, with most of it occurring during securities trading hours.
Employment History
Current Registrations
Impact Partnership Wealth, LLC
State Registrations1 state
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