Impact FI provides comprehensive wealth management, standalone investment management, ongoing financial planning, and tax preparation services. Impact FI works closely with clients to understand their financial goals, risk tolerance, and personal background before building a personalized investment strategy. The firm offers two main wealth management paths: a comprehensive service that bundles investment management, ongoing financial planning, and tax preparation for accounts starting at $1,000,000, and a standalone investment management service with no minimum account size. Impact FI uses strategic and tactical asset allocation, employing both passive and active investment strategies, and can incorporate socially responsible investing or Environmental, Social, and Governance principles if desired. Additionally, Impact FI assists clients with estate planning coordination and educational seminars.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 0.95% |
| $2.0M - $5.0M | 0.85% |
| $5M+ | 0.45% |
Rates are for the comprehensive wealth management service, which includes planning and tax preparation. A standalone investment management service is also available at a flat rate of 0.50% with no account minimum.
