Impact Investors Fees & Minimum

Overview

Total Firm Assets: $318 million
Average High-Net-Worth Client Portfolio Size: $3.5 million

Fee Disclosure

Source: IMPACT INVESTORS ADV (2026-07-23) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$500,000	1.15%
$500,001	$1,500,000	1.10%
$1,500,001	$3,500,000	1.00%
$3,500,001	$8,500,000	0.90%
$8,500,001	$20,500,000	0.80%
$20,500,001	$45,000,000	0.70%
$45,000,001	and above	Negotiable

Stated Minimum Annual Fee: $3,000

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$11,250	1.12%
$5 million	$50,250	1.00%
$10 million	$93,750	0.94%
$50 million	Negotiable	Negotiable
$100 million	Negotiable	Negotiable

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets: 57.44%
Number of High-Net-Worth Clients: 52
Total Client Accounts: 769
Discretionary Accounts: 656
Non-Discretionary Accounts: 113

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection

Regulatory Filings

SEC CRD Number: 289028

IMPACT INVESTORS ADV (2026-07-23) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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