95 Impact Capital offers personalized advisory consulting services to ultra-high net worth clients, family offices, family-owned businesses, qualified purchasers, endowments, charitable organizations, and foundations. They assist clients in understanding their financial situation, determining future goals, and evaluating their investment portfolio. They specialize in complex portfolios that include alternative investments. 95 Impact Capital can also assist in selecting or monitoring third-party money managers.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Planning is included in investment management
Clients who engage 95 Impact Capital for advisory consulting services may receive complimentary financial planning services at no additional cost.
Annual Retainer:$25,000 - $100,000/year
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