Higher Impact Financial, based in Riverside, California, offers investment advice tailored to clients’ needs and goals. This includes reviewing investment objectives, recommending asset allocation strategies, and preparing written investment strategies. Higher Impact Financial also provides financial planning consulting services, such as risk assessment, investment planning, estate planning, and financial decision-making.
Assets Under Management$4.7M
Clients60
Advisors1
Avg. per Client$78K
Avg. per Advisor$4.7M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Annual fees are a maximum of 2.00%. In individual cases, Higher Impact Financial has the sole discretion to negotiate fees that are lower than the standard fee shown or to waive fees.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...