Impact FI provides wealth management services, including investment management and ongoing financial planning. They create tailored investment portfolios based on clients' goals and risk tolerance. They also offer estate planning and tax preparation/planning services, referring clients to third-party firms. Impact FI manages accounts directly and can also provide advice for accounts held elsewhere, like 401(k)s. They may use third-party managers for portfolio management.
Assets Under Management$21M
Clients19
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$21M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 0.95% |
| $2.0M - $5.0M | 0.85% |
| $5M+ | 0.45% |
Fees are negotiable. The above fee schedule includes the third-party manager's fee. Legacy client’s investment management fees may be grandfathered in at their current rates.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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