Impact Advisors Group (IAG) manages investment portfolios based on your individual needs and goals. IAG also offers ongoing financial planning for a fixed monthly fee, helping you develop and implement a financial plan. Additionally, IAG provides project-based financial planning services on topics such as retirement, college savings, and debt management.
Assets Under Management$48M
Clients79
Advisors3
Avg. per Client$610K
Avg. per Advisor$16M
Fee Structure
Minimum Investment:$5K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.15% |
| $250K - $600K | 1.05% |
| $600K - $1.5M | 0.95% |
| $1.5M - $3.5M | 0.85% |
| $3.5M - $5.0M | 0.70% |
| $5M+ | 0.70% |
Fees are negotiable for accounts over $5,000,000.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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