Impact Capital Partners LLC is a registered investment advisor founded in 2024 and headquartered in Greenwood Village, Colorado. The firm offers comprehensive wealth management services that combine investment management with financial planning and consulting. When building investment portfolios, Impact Capital creates customized strategies utilizing individual stocks, bonds, exchange-traded funds, mutual funds, and options, with a primary focus on long-term growth while remaining sensitive to client risk tolerance and tax considerations. The firm acts as a fiduciary, legally required to act in the best interest of clients. Impact Capital serves various clients including individuals, high net worth individuals, trusts, estates, charitable organizations, and businesses.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum annual fee is up to 2.00% based on asset level, complexity, and overall relationship. Fees are negotiable.