ImpactFi
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$21,377,166
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
18
33% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
18
Average account size
$1,187,620
About
ImpactFI provides wealth management, investment management, and ongoing financial planning to individuals, high‑net‑worth clients, pension and profit‑sharing plans, and charitable organizations. The firm also advises on non‑custodied accounts such as 401(k) plans, 529s, and variable annuities, and administers a donor‑advised fund for clients who designate assets for charitable giving.
The firm’s investment process emphasizes strategic and tactical asset allocation within a modern portfolio theory framework, blending active and passive strategies and using both fundamental and technical analysis. Clients may receive discretionary or non‑discretionary management, and ImpactFI may implement portfolios using sub‑advisors (TAMPs) and institutional custodial platforms as part of its ongoing oversight.
Noteworthy differences from many peers include providing services to charitable organizations and direct donor‑advised fund management, as well as offering customized socially responsible investing strategies that incorporate ESG research and client‑specific screens. The firm operates at a relatively small scale, coordinates with third‑party tax and estate professionals when appropriate, and documents ongoing plan monitoring and periodic account reviews.
Client services
Financial planning
Portfolio management
Selection of other advisers
Fee options
Initial financial planning fee $3,000 - $7,500; ongoing monthly fee $300 - $750 depending on client complexity and needs.
$0 - $1,000,000: 1.25% $1,000,001 - $2,000,000: 0.95% $2,000,001 - $5,000,000: 0.85% $5,000,001+: 0.45%
Account minimum: $1,000,000
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 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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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.
Main office location
ImpactFi
San Francisco CA, United States
Number of offices
1
Forms ADV
Quick links
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