Social Impact Investments Inc. (SIII) provides ongoing portfolio management services tailored to each client's individual goals, objectives, time horizon, and risk tolerance. SIII creates an Investment Policy Statement for each client, outlining their current situation and constructing a plan to aid in selecting a suitable portfolio. SIII primarily recommends equities but may use other securities to diversify portfolios. SIII requests authority to make trades without asking clients first.
Assets Under Management$4.3M
Clients8
Advisors1
Avg. per Client$530K
Avg. per Advisor$4.3M
Fee Structure
Minimum Investment:$5K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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