Fern Impact Advisors, LLC logo

Fern Impact Advisors, LLC

Updated today

Client assets under management

$1,734,334

Clients

5

0% high-net worth

Advisors

2

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

3

Very Low

Average account size

$346,867

About

FERN Impact Advisors serves individual and institutional investors through discretionary portfolio management and financial planning, and provides separately managed accounts tailored to clients’ objectives. The firm also recommends and may place clients into other investment vehicles, including private equity vehicles and pooled products, when appropriate.

FERN’s investment process combines a macroeconomic cyclical outlook with a proprietary model that integrates fundamental analysis, ESG/impact criteria, technical analysis and firm-wide risk controls to implement strategic and tactical allocations. Portfolios may employ derivatives and option strategies, and the firm provides ongoing reporting to clients, including monthly performance statements and written financial plans.

Distinctively, FERN is affiliated with and acts alongside a private long/short ESG investment fund, operating as an investment manager and sponsor and receiving fund-based management and incentive allocations, which can create conflicts of interest the firm discloses and mitigates through policies. The adviser also deals in a range of less-common products for firms of its size — hedge fund interests, managed futures, non-exchange real estate interests and other private offerings — while serving primarily non‑high‑net‑worth individual clients.

Client services

Financial planning Portfolio management Selection of other advisers Newsletters or periodicals
Furnishes advice on non-securities related business such as, retirement planning, education planning

Expertise

ESG / Sustainable investing Active portfolio management Private / alternative investments Options & derivatives strategies Real estate investing

Fee options

Fixed

Fixed fee of $2,000 per comprehensive financial plan, negotiable

Percentage

$0 - $5,000,000: 1.50% annually $5,000,000 - $10,000,000: 1.25% annually $10,000,000 - $25,000,000: 1.10% annually $25,000,000 - $100,000,000: 1.00% annually $100,000,000+: Negotiable

Performance-based

Performance-based fees at affiliate level for private fund (20% incentive allocation on net new capital appreciation)

Other

Fee-only: Fixed fee of $2,000 per comprehensive financial plan, negotiable

Main office location

Fern Impact Advisors, LLC

3675 Crestwood Parkway, Suite 400

Duluth GA 30096, United States

Number of offices

2

Most active in

Georgia · New York

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")