FERN Impact Advisors offers investment advisory services and financial planning to individuals and institutions. FERN uses a combination of macro-economic analysis and a proprietary investment model that incorporates fundamental, ESG/Impact, technical analysis, and risk controls. FERN also offers financial planning services, including portfolio customization and advice on non-securities related topics like philanthropic, estate, and retirement planning.
Assets Under Management$1.4M
Clients5
Advisors2
Avg. per Client$280K
Avg. per Advisor$700K
www.linkedin.com/company/fern-impact-advisors ·www.fernimpact.com ·www.linkedin.com/company/fern-impact-partners-llc
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.50% |
| $5.0M - $10.0M | 1.25% |
| $10.0M - $25.0M | 1.10% |
| $25.0M - $50.0M | 0.90% |
| $50.0M - $100.0M | 0.85% |
| $100M+ | 0.85% |
Fees may be negotiable at the Advisor's discretion for accounts over $100,000,000.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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