Uncaged Impact, LLC offers financial planning and investment management services tailored to clients' individual needs and values. They integrate sustainable, responsible, and ethical investment principles when requested. The firm provides ongoing financial planning, basic insights financial planning, and consulting services. Uncaged Impact may recommend third-party professionals but does not receive compensation from them.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$500K
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 10.00% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | Included |
Under $1,000,000 is a flat fee of $10,000. Over $10,000,000 is a maximum flat fee of $50,000. If Uncaged Impact utilizes Betterment, Betterment charges a wrap fee ranging from 0.12% to 0.20%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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