Impact Fiduciary LLC
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About
Impact Fiduciary provides discretionary portfolio management, comprehensive wealth management and financial planning primarily to individual and high-net-worth clients, and also accepts pension plans, charitable organizations and businesses. The firm charges asset-based advisory fees for investment management and includes financial planning at no additional charge for comprehensive wealth management clients.
Investment programs are built from client-specific investment policies and typically emphasize passive investment management using ETFs and index funds, with fundamental and cyclical analysis applied as needed and an explicit socially responsible investing (SRI) screen. The firm offers separate financial planning arrangements (monthly retainer or single-engagement fees) and makes third‑party tax-preparation and tax-planning services available through Ontrail, Inc. d/b/a Uprise.
Operationally, Impact Fiduciary uses multiple custodial and execution arrangements — including Altruist, Charles Schwab and a “window trading” execution option through Goldman Sachs Custody Solutions — and participates in soft‑dollar programs tied to those platforms. For a two-advisor firm with roughly $155 million in discretionary AUM, the bundled planning with wealth management, formal SRI integration across strategies, and the offered billed tax-preparation services are notable aspects of its service model.
Client services
Expertise
Fee options
Single Engagement Financial Planning fixed fee ranging from $1,000 to $10,000, negotiated per engagement
$0 - $500,000: 1.1% $500,001 - $1,000,000: 1.1% $1,000,001 - $4,000,000: 0.8% $4,000,001 - $10,000,000: 0.7% $10,000,001+: 0.5%
Financial Planning ongoing monthly fee ranging from $400 to $3,500, paid monthly in advance
Account minimum: $500,000
Main office
21 Miller Alley, Suite 210
Pasadena CA 91105
Advisors at this office
2
Most active in
California · Louisiana · New York · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Christopher M
CFP®, Series 65
Pasadena, CA
Impact Fiduciary LLC
Christopher Mastro is a CFP® professional with four years of industry experience. He is a principal at Impact Fiduciary LLC, where he has worked since 2020, and previously spent five years with Mirmir LLC. Outside of financial advising, he owns Wellness BioDental, an activity occupying less than 10% of his time. Impact Fiduciary LLC provides discretionary portfolio management and comprehensive wealth management primarily for individual and high-net-worth clients, as well as pension plans, charitable organizations, and businesses. The firm emphasizes client-specific investment policies with a focus on passive management through ETFs and index funds, incorporating socially responsible investing screens and offering bundled financial planning and tax-related services.
Patrick D
CFP®, Series 66
Pasadena, CA
Impact Fiduciary LLC
Patrick Dinan is a CFP® professional with 20 years of experience in financial advisory. He has worked at Impact Fiduciary LLC since 2017 and previously at Personal Capital Advisors Corporation from 2012 to 2017. Impact Fiduciary LLC provides discretionary portfolio management, comprehensive wealth management, and financial planning primarily to individual and high-net-worth clients, as well as pension plans, charitable organizations, and businesses. The firm emphasizes passive investment management using ETFs and index funds, integrates socially responsible investing (SRI) screens, and offers bundled planning services that include third-party tax preparation and planning.
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