Richelle Hofer is a registered investment advisor at Impact Wealth Management, based in Sioux Falls, SD, with 17 years of industry experience. Richelle 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 5 more. Their firm serves 124 clients with $100M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment management is included for clients who participate in Impact Wealth Management's ongoing comprehensive financial planning service. For clients who engage in financial coaching with investment management, the annual advisory fee is:
- $50,000 - $150,000: $1,500
- $150,001 - $250,000: $2,500
- $250,001 - $400,000: $3,500
These fees are billed monthly, in advance.
Location
4301 W 57th St, Suite 110, Sioux Falls, SD, 57108
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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 →Employment History
Current Registrations
Impact Wealth Management
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
State Registrations2 states
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