Impact Investors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$318,228,152
This total excludes 20 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
220
24% high-net worth
Total advisors
5
of 9 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
44
Average account size
$1,446,492
About
Impact Investors serves individuals, families, and mission-driven organizations seeking to integrate social and environmental preferences into wealth management; the firm’s typical client profile includes accredited investors and those with substantial investable assets. Services include discretionary portfolio management, ongoing and project-based financial planning, group retirement plan design with values-aligned lineup options, and referrals to third‑party money managers.
The firm manages tailored, prudently diversified portfolios guided by a written Investment Policy Statement and combines screens for social/environmental impact with fundamental analysis and third‑party data sources. Its suite of strategies includes laddered individual bond portfolios, all‑cap equity portfolios constructed with optimization software, ranked mutual fund/ETF selection, and a private investments platform that uses outside service providers for due diligence, portfolio monitoring, and rebalancing.
Distinctive features noted in the brochure include operating a private fund (referenced as High Impact Fund I, LP) and side‑by‑side management of that fund alongside separate accounts, with related performance‑based fee arrangements described in the fund supplement. The firm also offers bespoke, non‑discretionary private investment services for accredited investors with quarterly reporting and lifecycle support, uses third‑party platforms for account review and proxy voting, and discloses that a firm principal is licensed to sell insurance products, which can create additional compensation‑related conflicts.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
ESG / Sustainable investing
Tax-loss harvesting
Private / alternative investments
Income planning
Occupation focus
Founder/Business Owner
Fee options
Project-Based Financial Planning fixed fees range $1,000-$100,000, negotiable
$0 - $500,000: 1.15% for Aggregate Household AUM, 0.80% for Managed Stocks (Individual Bonds 1.15% tier not applicable here) $500,000 - $1,500,000: 1.10% for Aggregate Household AUM, 0.70% for Managed Stocks $1,500,000 - $3,500,000: 1.00% for Aggregate Household AUM, 0.60% for Managed Stocks $3,500,000 - $8,500,000: 0.90% for Aggregate Household AUM, 0.50% for Managed Stocks $8,500,000 - $20,500,000: 0.80% for Aggregate Household AUM, 0.40% for Managed Stocks $20,500,000 - $45,000,000: 0.70% for Aggregate Household AUM, 0.30% for Managed Stocks $45,000,000+: Negotiable
$300 per hour for early termination of fixed fee financial planning
Ongoing Financial Planning monthly fees: $99 - $999 per month
Minimum fee: $750 per quarter minimum asset management fee Fee-only: Ongoing Financial Planning fees: initial $599-$2,999 plus $99-$999 monthly; Project-Based planning fees: $1,000-$100,000 fixed fee, negotiable; Bespoke Private Investment quarterly fee: 1.5%, minimum $3,750 per quarter; Group Retirement Plan fees: up to 0.75% asset-based or $500-$10,000 fixed fee
Main office location
Impact Investors
870 Market St, Suite 482
San Francisco CA 94104, United States
Number of offices
2
Most active in
Impact Investors has reported serving >5 clients in these states in the last 12 months.
Arizona · California · Colorado · Illinois · New York · Oregon · 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:
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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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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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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.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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