Impact Investors, Inc. is a registered investment advisor founded in 2014 and based in Aptos, California. The registered investment advisor specializes in building tailored, diversified investment portfolios designed to generate competitive financial returns while creating positive social and environmental impacts. Impact Investors offers continuous investment management services—which include ongoing financial planning unless otherwise agreed—as well as project-based financial planning, bespoke private investment services, and group retirement plan consulting. Investment management is guided by client objectives, risk tolerance, and impact preferences, utilizing individual stocks, individual bonds, mutual funds, exchange-traded funds, and private investments. Portfolios are managed on both a discretionary and non-discretionary basis, and the registered investment advisor also offers third-party money manager referrals. Impact Investors primarily serves individuals, families, and organizations seeking values-aligned wealth management.
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% |
Rates shown are for managed funds and stocks. Individual bonds are charged at lower rates ranging from 0.80% down to 0.30%. Cash management fee is 0.15%. Fees are negotiable for accounts above $45,000,000.