Impact Capital offers portfolio management services tailored to individual client goals and risk tolerance. They create investment plans and manage client portfolios with discretionary authority. Impact Capital also provides financial planning services covering areas like retirement, education, and tax planning. They primarily advise on mutual funds, fixed income, equities, and ETFs.
Assets Under Management$240M
Clients105
Advisors3
Avg. per Client$2.3M
Avg. per Advisor$80M
Fee Structure
Minimum Investment:$750K
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...