Bryn Pellowe is a registered investment advisor at Align Impact, LLC, based in Boulder, CO, with 2 years of industry experience. Bryn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 56 clients with $780M in assets under management.
Compensation
Firm Size
Number of Clients
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Fee Structure
Align Impact charges portfolio management fees on a quarterly basis. Clients can select an asset-based fee, a flat fee, or a combination of both. Flat fees typically range from $100,000 to $800,000 and are negotiable. If a sub-advisor manages assets, those fees are separate from Align's fees.
Location
Boulder, CO
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Align Impact, LLC
Previous Registrations
Blackrock Investments, LLCBroker
State Registrations2 states
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