Impact – Wealth Management

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Flat Fee. Fee Only. Fiduciary.

If your portfolio is more than $500,000 you’re probably paying your advisor too much.
We believe that the 1% asset management fee is extremely lucrative to financial advisors and unfair to clients. There hasn’t really been another option until now…

Builder Package

$5000annually
  • Our proprietary “Impact Report”
  • Asset Management using the IMPACT framework
  • Retirement Planning
  • Annual in person meetings
  • Basic Estate Planning
  • Basic Tax Planning
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Comprehensive Package

$8500annually
  • Our proprietary “Impact Report”
  • Asset Management using the IMPACT framework
  • Retirement Planning
  • Semi-annual in person meetings
  • Detailed Estate Planning
  • Detailed Tax Planning Strategies
  • Collaboration with your professional partners (CPA, attorney)
Contact us

Our pricing is completely transparent.
No hidden fees. No hidden agendas. No commissions.
We work only for our clients.

See our blog here on the difference between fees and commissions in financial management.