Align Impact, LLC
Assets Under Management
$782.3M
Number of Clients
56
Number of Advisors
7
Average Client AUM
$14.0M
AUM per Advisor
$111.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Align Impact, LLC provides impact investing strategy, wealth advisory, and financial planning services to high-net-worth individuals and institutions. They also offer portfolio management services to separately managed accounts and pooled investment vehicles, tailoring portfolios to clients' values and goals.
Fee Structure
Impact Strategy fees range from $50,000 to $200,000, depending on complexity. Flat fees for portfolio management typically range from $100,000-$800,000 and are negotiable. There is a minimum annual fee of $50,000, which is also negotiable. Institutional Clients pay a flat annual fee that ranges from $100,000-$400,000 for access to its Platform.
Areas of Practice
Location
1001 Bannock St, 3rd Floor, Denver, CO, 80204