Uncaged Impact, LLC is an independent registered investment advisor founded in 2024 and based in Scottsdale, Arizona. The firm offers personalized investment management and comprehensive financial planning services for individuals, high-net-worth clients, and charitable organizations. Uncaged Impact specializes in sustainable, responsible, and ethical investing, helping clients integrate environmental, social, and governance factors into their portfolios. In addition to portfolio management, Uncaged Impact provides ongoing financial planning, targeted project-based financial planning, and hourly consulting. The firm's advisory services cover retirement planning, cash flow and debt management, tax strategies, estate planning, employee benefits, business planning, and philanthropic giving. Uncaged Impact utilizes third-party platforms such as Betterment Advisor Solutions and third-party investment managers to implement client portfolios.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.15% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.45% |
Fees are negotiable. Total fees include Betterment platform wrap fees ranging from 0.12% to 0.20% depending on aggregate assets.