ImpactAdvisor LLC manages investment portfolios and provides personalized financial planning for individuals, families, and business owners. Founded in 2015 and led by Chartered Financial Analyst Jason Escamilla, ImpactAdvisor builds tailored investment portfolios based on each client's specific goals, time horizon, and risk tolerance. The firm specializes in comprehensive wealth management with a focus on values-aligned and sustainable investing, such as socially responsible and green investing. In addition to full-service portfolio management, ImpactAdvisor offers digital-only separately managed accounts, cash management services, and retirement plan consulting for businesses. Clients can also receive financial planning covering investment strategy, tax concerns, insurance, retirement, college savings, and debt management. The firm utilizes fundamental, cyclical, and quantitative analysis, and modern portfolio theory to construct portfolios.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are generally negotiable. Lower fees and minimums are available for digital-only and cash management offerings.