Impact Financial Life Planning LLC
Assets Under Management
$5.3M
Number of Clients
Not reported
Number of Advisors
1
Average Client AUM
N/A
AUM per Advisor
$5.3M
Compensation
Fixed/Hourly
About This Firm
Impact Financial Life Planning LLC offers ongoing financial planning and investment management services for a fixed monthly or quarterly fee. They also provide hourly and project-based financial planning services covering various topics. The firm primarily advises on investments in stocks, bonds, mutual funds, and ETFs.
Fee Structure
For Ongoing Financial Planning & Investment Management Services, the firm charges a recurring fixed fee ranging from $400 - $533.33 per month or $1,200 - $1,600 per quarter, paid in advance. Fees are negotiable. For Hourly & Project-Based Financial Planning, fixed fee rates range between $200 to $4,000, or an hourly rate of $200. Jump Start Calls are $300. Educational Seminars/Speaking engagements range from $200 to $2,000 per seminar.
Areas of Practice
Location
MD, United States