Assets Under Management
$283.0M
Number of Clients
244
Number of Advisors
5
Average Client AUM
$1.2M
AUM per Advisor
$56.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
Impact Investors offers wealth management services designed for individuals, families, and mission-driven institutions. They manage liquid investment accounts using publicly-traded securities and offer bespoke private investment services for accredited investors. They also offer group retirement plan design, setup, and maintenance.
| Assets Under Management | 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% |
The fees listed above are for managed funds & stocks. Individual bonds have a different fee schedule. Fees are negotiable above $45,000,000.
870 Market St, Suite 482, San Francisco, CA, 94104