Impact Retirement Advisors offers investment management, ongoing and project-based financial planning, and retirement plan consulting and management. As a fee-only firm, Impact Retirement Advisors is only compensated by clients for their services. They may recommend third-party professionals but are not affiliated with them.
Assets Under Management$700M
Clients156
Advisors4
Avg. per Client$4.5M
Avg. per Advisor$180M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.75% |
| $1.0M - $2.5M | 1.25% |
| $2.5M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.90% |
| $10.0M - $12.5M | 0.85% |
| $12.5M+ | 0.75% |
Fees are negotiable. In certain circumstances, a fixed fee for services may be offered as an option.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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