Impact Wealth Management (IWM) is a registered investment advisor offering financial planning and investment management services. IWM develops personalized investment plans based on clients' goals and risk tolerance, primarily advising on stocks, bonds, mutual funds, and ETFs. Financial planning services cover areas like business planning, cash flow management, college savings, estate planning, insurance, retirement planning, risk management, and tax strategies. IWM also offers financial coaching and special needs financial planning.
Fee Structure
Investment management is included for clients who participate in Impact Wealth Management's ongoing comprehensive financial planning service. For clients who engage in financial coaching with investment management, the annual advisory fee is:
- $50,000 - $150,000: $1,500
- $150,001 - $250,000: $2,500
- $250,001 - $400,000: $3,500
These fees are billed monthly, in advance.