Assets Under Management

$283.0M

Number of Clients

244

Number of Advisors

5

Average Client AUM

$1.2M

AUM per Advisor

$56.6M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Impact Investors offers wealth management services designed for individuals, families, and mission-driven institutions. They manage liquid investment accounts using publicly-traded securities and offer bespoke private investment services for accredited investors. They also offer group retirement plan design, setup, and maintenance.

Fee Structure

AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $500K1.15%
$500K - $1.5M1.10%
$1.5M - $3.5M1.00%
$3.5M - $8.5M0.90%
$8.5M - $20.5M0.80%
$20.5M - $45.0M0.70%
$45M+0.70%

The fees listed above are for managed funds & stocks. Individual bonds have a different fee schedule. Fees are negotiable above $45,000,000.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Minimum Annual Fee:$750
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningSocially Responsible Investing
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Location

870 Market St, Suite 482, San Francisco, CA, 94104

5 Advisors at this firm