Global Impact Wealth Management (GIWM) offers investment management and financial planning services. GIWM develops investment plans based on clients' goals and risk tolerance, primarily using stocks, bonds, mutual funds, and ETFs. GIWM may also recommend alternative investments and manage accounts held away at other custodians. Financial planning covers areas like retirement, insurance, and estate planning. GIWM also provides consulting services to institutions.
Assets Under Management$6.9M
Clients26
Advisors1
Avg. per Client$260K
Avg. per Advisor$6.9M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
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. For directly-managed held-away accounts, fees are determined by the account value at the end of the month.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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