Core or Comprehensive.
OUR OFFERING · PRICING & MINIMUMS
Fiduciary at every level.
Two ways to work together, on the same investment platform. The choice is a service model, not a quality tier: how much of the picture you want us carrying.
IMPACT Direct (Core) — "Access + fiduciary oversight"
- Investment access. Access the same best-of-breed set of investments that's already vetted for our full-service clients — aligned with you and your long-term financial goals.
- Get organized. Sophisticated, interactive financial-planning software for a complete financial picture.
- Advisor help, à la carte. Fiduciary onboarding and oversight is included. And when you'd rather we carry your complete picture — proactively, year-round — that's the Full-Service upgrade.
Strategy minimums from $250,000.
Full-Service (Comprehensive) — "Fully-integrated financial advice"
- Concierge onboarding. End-to-end fiduciary handling — built for investors whose time is worth more than the learning curve.
- We carry your complete picture. Ongoing, proactive advice — portfolio, tax, real estate, concentrated stock — we are the coach and quarterback.
- Integrated management. Portfolio and risk management tailored to your complete financial landscape and tax considerations.
From $2.5 million — or from $10 million (Ambassador / UHNW).
Minimum household assets
Guidelines, not gates.
- IMPACT Direct (Core / À la carte): controlled-risk & cash-management strategies $250,000; personalized / direct indexing $500,000; retirement account management $750,000; concentrated stock hedging & monetization $750,000; portfolio-borrowing (fiduciary) $750,000; tax-aware long/short (TALS) $1,000,000.
- Donor-advised funds: no minimum with many of the DAFs we work with.
- Full-Service (Comprehensive) wealth management: $2.5 million.
- Ambassador (UHNW) — IMPACT UHNW Ambassador Team access: $10 million. Top-tier operational support — access Schwab's UHNW Ambassador Team: a dedicated team with direct introductions to banking specialists, premium service for complex high-touch needs, preferred pricing tiers (including margin and loan rates), custom liquidity and credit solutions (pledged asset lines and structured lending, including against alternative investments), estate & trust services, and curated lifestyle services.
Minimums are for informational purposes only and subject to change. Alternative investments are limited to accredited investors or qualified clients who also meet ImpactAdvisor's suitability standards. Advisory pricing is simple and asset-based — quoted for your situation on the intro call based on the amount of assets under management (AUM) and service level included.