Jeffrey Arnold is a CFP-designated registered investment advisor at Impactfolio LLC, based in Denver, CO, with 19 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 127 clients with $290M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IMPACTfolio charges a fixed annual retainer fee for investment management services. For portfolios under $3,000,000, the fee is $7,500 annually, not exceeding 2% of the portfolio's value. For portfolios over $3,000,000, the annual fee ranges from $7,501 to $50,000, based on the complexity and needs of the client. Fees are directly debited from client accounts quarterly in arrears.
Location
44 Cook Street, Suite 100, Denver, CO, 80206
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Impactfolio LLC
Previous Registrations
G&s Capital LLC
LPL Financial LLC
Schwab Private Client Investment Advisory, INC.
Charles Schwab & CO., INC.
Money Concepts Capital CORP
Premier Financial Planning, LLP
Linsco/private Ledger CORP.
State Registrations2 states
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