Impact Capital

Impact Capital at a glance

• One of 195 fee-only firms based in Maryland in the Wellspent graph.
• 3 advisors are listed here.
• Its Form ADV reports 4 employees and 112 individual clients, 72 of them high net worth.
• Its average account is about $390,000 (assets it manages divided by its 650 accounts).
• Its website says it's taking new clients.

Fee-only advisors in Maryland · What fee-only advisors charge in Maryland

Facts

Impact Capital fees

Impact Capital doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets, ongoing planning fee, hourly, one-time plans or projects. Ask for its Form ADV Part 2A, which must describe its fees.

For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.

What its SEC filing says

Advisors at this firm (3)

• Daniel Cohen

• Dawn Page

• William Bancroft

Other fee-only firms in Rockville

• Ivy League Financial Advisors LLC
• Kendall Capital Management
• Meringoff Wealth Management Group
• Millennium Financial Services
• Quantum Financial Advisors
• RMG Advisors
• Schaeffer Financial
• Capital Squared Financial

Fee-only advisors in Maryland