Impact Investors
Assets Under Management
$283.0M
Number of Clients
244
Number of Advisors
5
Average Client AUM
$1.2M
AUM per Advisor
$56.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Impact Investors provides wealth management services including independent guidance, planning, and tailored financial strategies. They also offer concierge group retirement plan design, setup and maintenance, with mission-aligned investment options, and solutions for foundations and endowments to align investments with their mission. They manage liquid investment accounts using publicly traded securities.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.15% |
| $500K - $1.5M | 1.10% |
| $1.5M - $3.5M | 1.00% |
| $3.5M - $8.5M | 0.90% |
| $8.5M - $20.5M | 0.80% |
| $20.5M - $45.0M | 0.70% |
| $45M+ | 0.70% |
Fees are negotiable above $45,000,000. The fee structure above is for Managed Funds & Stocks. Individual Bonds have a different fee structure: On the First $500,000: 0.80%, On the Next $1,000,000: 0.70%, On the Next $2,000,000: 0.60%, On the Next $5,000,000: 0.50%, On the Next $12,000,000: 0.40%, On the Next $24,500,000: 0.30%, Above $45,000,000: Negotiable
Fee Estimator
Our discretionary asset management fee is calculated using a tiered schedule based on the type of asset (Managed Funds & Stocks or Individual Bonds) and the amount of assets under management. For accounts with both asset types, a blended fee is calculated. The firm has a minimum management fee of $750 per quarter. Financial planning is offered on a fixed fee basis, ranging between $1,000 and $100,000. Ongoing financial planning consists of an initial planning fee ranging between $599 and $2999 and ongoing fee that is paid monthly, in arrears, at the rate of $99 ‐ $999 per month. Bespoke service fees are 1.5% quarterly, paid in arrears, with a minimum AUM of $3 million.
Areas of Practice
Location
870 Market St, Suite 482, San Francisco, CA, 94104