Impact Investment Strategies provides investment management services on a discretionary or non-discretionary basis, along with financial planning. The firm creates customized portfolios based on client objectives, risk tolerance, and time horizon. Financial planning involves understanding a client's current financial position, goals, and dreams to develop a comprehensive investment strategy. They also offer qualified plan consulting services to employee benefit plans.
Assets Under Management$46M
Clients111
Advisors1
Avg. per Client$410K
Avg. per Advisor$46M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $2.0M | 1.75% |
| $2.0M - $5.0M | 1.50% |
| $5.0M - $10.0M | 1.25% |
| $10M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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