IMPACTfolio®
At IMPACTfolio®, we believe that sustainability is not optional. It is core to our investment philosophy and what we believe is the only way to properly manage money for the best long-term results. Our focus is on investing in companies that follow ESG (environmental, social, and governance) mandates.
In addition, we believe there are too many conflicts of interest in the typical 1% of assets under management (AUM) fee structure. Instead, we charge every client the same amount: $7,500/year ($1,875/quarter). The price for our services is one easy-to-understand, flat, annual retainer fee. No hidden fees. No conflicts of interest. This amount includes both our holistic financial planning and investment management services.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.