Ian Mcleod is a CFP-designated registered investment advisor at Impact Investors, based in San Francisco, CA, with 21 years of industry experience. Ian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 244 clients with $280M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.15% |
| $500K - $1.5M | 1.10% |
| $1.5M - $3.5M | 1.00% |
| $3.5M - $8.5M | 0.90% |
| $8.5M - $20.5M | 0.80% |
| $20.5M - $45.0M | 0.70% |
| $45M+ | 0.70% |
These fees apply to managed funds and stocks. Individual bonds have a different fee schedule. Fees are negotiable above $45,000,000. Annual cash management fee = 0.15%
Fee Estimator
Location
870 Market St, Suite 482, San Francisco, CA, 94104
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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 →Employment History
Current Registrations
Impact Investors
Previous Registrations
Communitas Financial Planning Pbc
Financial West Group
The Social Equity Group, INC.
Financial West Investment Group, INC.
State Registrations2 states
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