Overview
- Headquarters
- Pasadena, CA
- Total Firm Assets
- $155 million
- Average High-Net-Worth Client Portfolio Size
- $1.6 million
- Stated Minimum Account Size
- $500,000
Fee Disclosure
Source: IMPACT FIDUCIARY ADV PART 2A & 2B (2026-07-28) · View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $1,000,000 | 1.10% |
| $1,000,001 | $4,000,000 | 0.80% |
| $4,000,001 | $10,000,000 | 0.70% |
| $10,000,001 | and above | 0.50% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $11,000 | 1.10% |
| $5 million | $42,000 | 0.84% |
| $10 million | $77,000 | 0.77% |
| $50 million | $277,000 | 0.55% |
| $100 million | $527,000 | 0.53% |
Actual fees may vary; other investment costs may apply.
Compare fees: lowest-fee advisors in California for $2M portfolios · $10M portfolios
Clients
- High-Net-Worth Share of Firm Assets
- 76.77%
- Number of High-Net-Worth Clients
- 74
- Total Client Accounts
- 705
- Discretionary Accounts
- 705
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Regulatory Filings
- SEC CRD Number
- 288345
- IMPACT FIDUCIARY ADV PART 2A & 2B (2026-07-28) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗