Core or Comprehensive.

OUR OFFERING · PRICING & MINIMUMS

Two ways to work together — both fiduciary, 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. A broad spectrum of investment selection — including the tax-aware strategies on this site — aligned with your long-term goals.
Get organized. Sophisticated, interactive financial-planning software for a complete financial picture.
Advisor help, à la carte. Fiduciary onboarding is included; add advisor sessions whenever a question warrants one.

Strategy minimums from $250,000.

Full-Service (Comprehensive) — "Fully-integrated financial advice"

Concierge onboarding. White-glove set-up and 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 $2,500,000.

Minimum household assets

Guidelines, not gates.

IMPACT Direct (Core): personalized / direct indexing $500,000; IMPACT Amplified℠ (tax-aware long/short) $1,000,000; hedging & portfolio-borrowing solutions $750,000; controlled-risk & cash-management strategies $250,000.
Donor-advised funds: no minimum with many of the DAFs we work with.
Full-Service (Comprehensive) wealth management: $2,500,000.

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.