Global Impact Wealth Management is a registered investment advisor based in California that builds personalized investment portfolios and offers comprehensive financial planning. The firm manages your investments using strategies like fundamental analysis, modern portfolio theory, and socially responsible investing, and can also coordinate with third-party managers. Global Impact Wealth Management handles both traditional accounts and held-away retirement accounts such as 401(k) plans through specialized technology. In addition to portfolio management, the firm provides ongoing financial planning covering retirement, taxes, estate planning, cash flow, insurance, and business consulting. Services are tailored to individuals, high-net-worth families, charitable organizations, and corporate clients.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable and billed monthly in arrears based on average daily balance.