I
Impact Investment Strategies, Inc
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$53,570,560
Clients
113
13% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
113
Very HighAverage account size
$474,076
About
Impact Investment Strategies, Inc. is a small, independent advisory firm that manages roughly $53.6 million across about 113 client relationships and provides discretionary and non-discretionary investment management, comprehensive financial planning, and qualified retirement-plan consulting. Its clients include individuals, high‑net‑worth clients and families, as well as employer-sponsored retirement plans and plan fiduciaries.
The firm constructs customized, diversified portfolios using a strategic, long‑term asset allocation framework supported by technical, fundamental, quantitative, cyclical and qualitative analysis and a proprietary methodology; portfolios are monitored and rebalanced as needed. It integrates financial planning into the investment process and can employ margin and options strategies for hedging or exposure when approved by clients.
What is distinctive about the firm is its dual focus on both individual wealth management and plan-level consulting: it offers a range of qualified plan services — from plan‑level and participant‑level investment advice to performance monitoring and education — and can serve as an ERISA fiduciary under Section 3(21) and/or 3(38). The sole advisor also maintains an insurance license and may recommend insurance products through a separate entity, a relationship the firm discloses and manages as a potential conflict of interest.
Client services
Portfolio management
Pension consulting
Expertise
Active portfolio management
Options & derivatives strategies
Fee options
Financial planning services offered on a negotiated fixed fee basis not to exceed $5,000
$0 - $250,000: 2.00% $250,001 - $2,000,000: 1.75% $2,000,000 - $5,000,000: 1.50% $5,000,000 - $10,000,000: 1.25% $10,000,000+: 1.00%
Fee-only: Fee-Only investment advisory firm; fees negotiated; financial planning fees up to $5,000 fixed fee; qualified plan consulting fees negotiated up to 1.00% of plan assets
Main office location
Impact Investment Strategies, Inc
Rochester Hills MI, United States
Number of offices
1
Most active in
Impact Investment Strategies, Inc has reported serving >5 clients in these states in the last 12 months.
Michigan · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
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")