Impact Financial is a registered investment advisor offering wealth management, financial planning, and tax preparation services. Wealth management includes investment management and financial planning. Financial planning services include ongoing planning, one-time plans, and hourly consulting. Impact Financial may recommend third-party professionals but does not receive compensation from them.
Assets Under Management$29M
Clients40
Advisors1
Avg. per Client$740K
Avg. per Advisor$29M
www.impactfinancialva.com ·www.linkedin.com/company/impact-financial-va ·www.facebook.com/profile.php?id=100087750009663
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.85% |
| $1.0M - $2.0M | 0.65% |
| $2M+ | 0.35% |
For clients with investable assets exceeding $500,000. Clients with limited or no investable assets pay a fixed quarterly fee of $1,250. Existing clients may be grandfathered in at a lower rate, or fees may be waived. Total advisory fees will not exceed 2% of assets under management per year.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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