Impact Investors offers independent guidance, planning, and tailored financial strategies to individuals and families. They also provide concierge group retirement plan design, setup, and maintenance for organizations, and solutions for foundations and endowments to align investments with their mission. Impact Investors manages liquid investment accounts using publicly-traded securities in diversified asset allocations, custom designed to balance financial and impact objectives. They also offer bespoke private investment services on a non-discretionary basis for accredited investors.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.15% |
| $500K - $1.5M | 1.10% |
| $1.5M - $3.5M | 1.00% |
| $3.5M - $8.5M | 0.90% |
| $8.5M - $20.5M | 0.80% |
| $20.5M - $45.0M | 0.70% |
| $45M+ | 0.70% |
These fees apply to managed funds and stocks. Individual bonds have a different fee schedule. Fees are negotiable above $45,000,000. Annual cash management fee = 0.15%