Impact Wealth Group provides ongoing portfolio management services based on individual client goals and risk tolerance. They create an Investment Policy Statement for each client. Financial planning services include investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning. Impact Wealth Group also directs clients to third-party investment advisors for retirement benefit plans.
Assets Under Management$8.1M
Clients83
Advisors1
Avg. per Client$98K
Avg. per Advisor$8.1M
Fee Structure
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 | 0.80% |
| $2M+ | 0.70% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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