Impact Advisors Group offers broad-based financial planning for a monthly fee. We utilize a 12 month financial planning agreement that can be cancelled with 30 days written notice by either party.
This compensation equips us to have a positive, material, and enduring impact on the clients we serve.
Impact Advisors Group manages your accounts in a fee-only arrangement. We are not paid by commissions, sales or transaction charges, revenue sharing, kickbacks, or other non-transparent compensation schemes in the management of your investment accounts. We do this so that our interests are aligned. We both win or we both lose! Total fees (which are in addition to the fund expenses) are based on the household's aggregate assets under management ("AUM") according to the following structure.
1.20% up to $250,000.
1.20% on the first $250,00 plus 1.10% on the difference.
1.20% on $250,00, plus 1.10% on $350,000, plus 1.0% on the difference.
1.20% on $250,00, plus 1.10% on $350,000, plus 1.0% on $900,00, plus 0.9% on the difference.
1.20% on $250,00, plus 1.10% on $350,000, plus 1.0% on $900,00, plus 0.9% on $2,000,000, plus 0.75% on the difference.
Impact Advisors Group Fee Table (pdf)
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Impact Advisors Group LLC (“[IAG]”) is a registered investment advisor offering advisory services in the State of Massachusetts and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The information on this site is not intended as tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon as the sole factor in an investment making decision. Past performance is no indication of future results. Investment in securities involves significant risk and has the potential for partial or complete loss of funds invested. It should not be assumed that any recommendations made will be profitable or equal any performance noted on this site. The information on this site is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, Impact Advisors Group disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement, and suitability for a particular purpose. IAG does not warrant that the information on this site will be free from error. Your use of the information is at your sole risk. Under no circumstances shall IAG be liable for any direct, indirect, special or consequential damages that result from the use of, or the inability to use, the information provided on this site, even if IAG or a IAG authorized representative has been advised of the possibility of such damages. Information contained on this site should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized.
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