Impact Partnership Wealth (IPW) provides investment advice and financial planning. IPW offers model portfolios managed by IPW, third parties, or the advisor themselves. IPW also offers direct asset management where the advisor selects individual securities. Financial planning services cover investments, retirement, insurance, taxes, and education. IPW also offers services to ERISA retirement plans and other registered investment advisory firms.
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.