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How does IMPACT ADVISORS GROUP help clients – Key Takeaways:
IMPACT ADVISORS GROUP is a leading financial advisory firm that specializes in providing comprehensive financial planning and investment management services to its clients. The firm has a team of experienced and knowledgeable advisors who are committed to helping clients achieve their financial goals and secure a better financial future.
Facts and Insights
Here are some key facts and insights about IMPACT ADVISORS GROUP:
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
This shows that IMPACT ADVISORS GROUP has a strong track record of managing a significant amount of assets and has been in the business for a considerable amount of time, providing the firm with deep expertise and knowledge in the financial industry.
Financial Services Offered
IMPACT ADVISORS GROUP offers a wide range of financial services to its clients, including:
- Financial planning
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Education planning
This comprehensive list of services allows clients to have all their financial needs addressed by one firm, making it convenient and efficient for them to manage their finances.
Client Types
IMPACT ADVISORS GROUP serves a diverse range of clients, including:
- Individuals
- High-net-worth individuals
- Families
- Business owners
This shows that the firm is capable of catering to the financial needs of a wide range of clients, from individuals to business owners.
Fees & Compensation
IMPACT ADVISORS GROUP charges a fee based on a percentage of assets under management. This fee structure ensures that the firm’s interests are aligned with those of its clients, as the firm only earns more when the client’s assets grow in value.
Background
IMPACT ADVISORS GROUP was founded in 2005 by a team of experienced financial advisors who shared a vision of providing honest and transparent financial advice to their clients. The firm has since grown to become one of the most reputable and respected financial advisory firms in the industry.
Financial Advisor Disclosures to Know
IMPACT ADVISORS GROUP is a registered investment advisor (RIA) and is required to disclose any potential conflicts of interest to its clients. The firm believes in full transparency and provides its clients with all the necessary information to make informed decisions about their finances.