IMPACT FIDUCIARY LLC

Overview

Impact Fiduciary LLC is an independent registered investment adviser that serves individual and family clients, with a business focus on financial planning and discretionary portfolio management for individuals and small businesses. The firm reports a clear equity preference: its portfolio mix emphasizes exchange-traded equities as the primary vehicle for client exposure, with discretionary management applied across client accounts. The firm charges a mix of fee structures—percentage of AUM and fixed fees, plus other fees depending on engagement—and operates as an individually owned LLC. Impact Fiduciary does not report active ESG integration, multi-state adviser status, capital allocator activity, pension consulting, or related-adviser arrangements; its model centers on direct portfolio management and planning for private clients rather than institutional or pooled-fund management.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices