Michele Sine is a registered investment advisor at Impactadvisor LLC, based in Sf, CA, with 11 years of industry experience. Michele operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 70 clients with $75M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
For comprehensive wealth management, ImpactAdvisor LLC charges 0.25% per quarter (1.0% per year) with a $1,000,000 account minimum, which may be waived. Lower account minimums and fees are available at a different service level, including IMPACT Digital, IMPACT Indexing, IMPACT SMA (separately managed account), or IMPACT CR (Controlled Risk/cash management).
Location
2030 Union St, Ste 205, Sf, CA, 94123
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Michele holds a California Real Estate Sales License and works as an agent with Berkshire Hathaway HomeServices Drysdale Properties. She may advise clients on property transactions and represents individuals, spending about a quarter of her time on this activity.
Employment History
Current Registrations
Impactadvisor LLC
Previous Registrations
Polaris Equity Management, INC.
Polaris Wealth Advisers, LLC
Lateef Investment Management, LP.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.