Global Impact Wealth Management

Overview

Global Impact Wealth Management is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm focuses on individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and selection of other advisers. Its advisory fee schedule includes a percentage-of-AUM component as well as fixed fees and other fee arrangements. The firm identifies as an active ESG investor and acts as a capital allocator, which suggests it sources external managers and alternative vehicles for portions of client portfolios.

Assets & Accounts

Investments & Alternatives