Imprint Wealth provides investment advice and financial planning to individuals, high net worth individuals, families, trusts, estates, businesses, charitable organizations, and institutions. Imprint creates customized investment strategies based on client goals, risk tolerance, and financial situations. Services include investment planning, retirement planning, estate planning, personal savings, and education savings. Imprint may refer clients to other specialists like accountants or attorneys.
Fee Structure
Imprint Wealth offers investment management services where fees range from 0.50% to 2.00% annually, based on factors like the services offered, complexity, the amount you invest, and the overall relationship. These fees may include financial planning services. Clients also pay an annual platform fee based on the platform they select.