Impact Fiduciary LLC
Assets Under Management
$84.0M
Number of Clients
174
Number of Advisors
2
Avg. Portfolio per Client
$483K
Avg. Managed per Advisor
$42.0M
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
Impact Fiduciary manages investment portfolios and provides financial planning. Financial planning covers areas like retirement, risk management, college savings, cash flow, debt management, employee benefits, and estate planning. Clients receive a written or electronic financial plan. Financial planning is included at no additional cost for wealth management clients.
Fee Structure
Minimum Investment:$400K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.10% |
| $1.0M - $4.0M | 0.80% |
| $4.0M - $10.0M | 0.70% |
| $10M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Areas of Practice
Retirement PlanningEducation PlanningEstate PlanningTax PlanningInvestment ManagementBusiness OwnersHigh Net WorthSocially Responsible Investing
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Location
21 Miller Alley, Suite 210, Pasadena, CA, 91105
