IMPACTfolio manages individual investment portfolios using an asset allocation model, providing continuous advice based on clients' individual needs and goals. They integrate environmental, social, and governance (ESG) factors into their investment analysis. IMPACTfolio also offers ongoing financial planning services to help clients achieve their financial goals, including a written financial plan and regular follow-up meetings. They also offer project-based financial planning on an hourly basis.
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.
