Impactful Wealth Solutions (IWS) provides financial planning and investment management services. IWS offers services to individual investors, trusts, and smaller employee benefit plans. IWS may recommend third-party managers. Financial planning covers areas like cash flow, asset protection, retirement, education funding, investments, and estate planning. IWS does not provide legal or tax advice.
Assets Under Management$610K
Clients14
Advisors1
Avg. per Client$44K
Avg. per Advisor$610K
Fee Structure
Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $250K | 1.85% |
| $250K - $500K | 1.65% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.90% |
| $5M+ | 0.85% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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