Amy Ross is a registered investment advisor at Impact Partnership Wealth, LLC, based in Myrtle Beach, SC, with 1 years of industry experience. Amy 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
1039 44th Ave N, Ste 104, Myrtle Beach, SC, 29577
Get directionsHistory
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
Amy is the President of Gold Shield Wealth Management LLC and Gold Shield Wealth Financial LLC, both involved in financial planning and managing client portfolios, dedicating full-time hours to each. She is also the co-founder of Aider Insurance Group, focusing on Medicare and simplified issue life insurance, but spends no time on this activity.
Employment History
Current Registrations
Impact Partnership Wealth, LLC
State Registrations2 states
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.