Fern Impact Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • 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 LowAverage 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
Expertise
Fee options
Fixed fee of $2,000 per comprehensive financial plan, negotiable
$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 fees at affiliate level for private fund (20% incentive allocation on net new capital appreciation)
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
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Forms ADV
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