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How does the advisor help clients – Key Takeaways:
- Total Impact Capital acts as a financial expert to help clients achieve their financial goals.
- The firm offers various financial services and works with a wide range of clients.
- They have a strong background and a team of experienced advisors.
- It is important for clients to be aware of any potential disclosures when working with a financial advisor.
Facts and Insights
Total Impact Capital is a financial advisory firm that offers a wide range of services to help clients achieve their financial goals. The firm focuses on providing personalized and comprehensive financial solutions to individuals, families, and institutions. With their expert financial knowledge and experience, Total Impact Capital is dedicated to helping clients make well-informed decisions about their financial future.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $100 million | 10+ | 10 years |
As of 2021, Total Impact Capital manages over $100 million in assets and has a team of 10 or more experienced advisors. The firm has been in business for over 10 years, providing expert financial services to clients.
Financial Services Offered
- Wealth management
- Investment management
- Estate planning
- Retirement planning
- Tax planning
- Socially responsible investing
Client Types
Total Impact Capital works with a diverse range of clients, including:
- Individuals
- Families
- Institutions
- Non-profit organizations
- Small businesses
Fees & Compensation
Total Impact Capital charges a fee based on a percentage of assets under management. This fee is competitive within the industry and is fully transparent. The firm does not receive any hidden commissions or compensation, ensuring that their advice is always in the best interest of their clients.
Background
Total Impact Capital was founded by a team of experienced and knowledgeable financial advisors who are dedicated to helping clients achieve their financial goals. The firm has a strong background in socially responsible investing and is committed to making a positive impact on society through financial management.
Financial Advisor Disclosures to Know
When working with any financial advisor, it is important for clients to be aware of any potential disclosures. Some common disclosures to know include:
- Conflicts of interest
- Disclosure of fees and compensation
- Any legal or disciplinary actions
- Firm policies and procedures
- Any potential conflicts of interest
Total Impact Capital values transparency and always ensures that clients are fully informed about their services and any potential disclosures.