Impact Fiduciary manages investment portfolios based on individual client needs, including goals, risk tolerance, and time horizon. They offer financial planning services covering retirement, risk management, college savings, cash flow, debt management, employee benefits, and estate planning. Tax planning strategies are also available. Financial planning is included at no additional cost for wealth management clients.
Assets Under Management$130M
Clients174
Advisors2
Avg. per Client$730K
Avg. per Advisor$64M
Fee Structure
Minimum Investment:$400K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.10% |
| $1.0M - $4.0M | 0.80% |
| $4.0M - $10.0M | 0.70% |
| $10M+ | 0.50% |
Fees are negotiable. Minimum account size requirement is $400,000, accounts below the minimum will pay an annual advisory fee of 1.1%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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