Arcon Wealth Management (operating as Impact Investments) provides portfolio management and financial planning services. Investment management is tailored to each client's goals and risk tolerance. Financial planning covers areas like retirement, college, and debt management. Arcon Wealth Management primarily uses mutual funds, ETFs, stocks, and bonds.
Assets Under Management$33M
Clients25
Advisors1
Avg. per Client$1.3M
Avg. per Advisor$33M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $750K | 1.15% |
| $750K - $1.0M | 1.00% |
| $1M+ | 1.00% |
Fees negotiable above $1,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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