Impact Financial provides wealth management (investment management and financial planning), financial planning and consultation, and tax preparation services to individuals, trusts, estates, and small business owners. Investment management is now only offered as part of wealth management. Financial planning is offered on an ongoing basis, as a project-based engagement, or hourly.
Assets Under Management$11M
Clients21
Advisors2
Avg. per Client$530K
Avg. per Advisor$5.5M
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$4,800
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $20.0M | 0.33% |
| $20M+ | 0.25% |
This is a blended tier fee schedule.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
