ImpactAdvisor LLC provides investment advice and financial planning to individuals, families, businesses, and non-profit organizations. Services include portfolio management, financial planning (retirement, college, debt), and consulting for 401(k) and pension plans. ImpactAdvisor tailors its services to each client's needs and may use model portfolios. They primarily recommend US exchange-traded securities.
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).