ImpactAdvisor LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$69,345,181
Clients
54
Advisors
3
across 2 offices
About
ImpactAdvisor LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, business owners, and retirement plans. The firm delivers ongoing portfolio management, financial planning, 401(k)/pension consulting, and access to separately managed accounts, digital indexing and cash-management solutions, as well as private placement and real estate investment options.
The firm documents client goals and risk tolerances in an Investment Policy Statement and typically manages accounts on a discretionary basis using a mix of fundamental, quantitative and cyclical analysis alongside modern portfolio theory. Where suitable and with client approval, ImpactAdvisor may employ margin/borrowing, short sales and options strategies, use derivatives within separately managed accounts, and offer tax-aware long/short strategies and crypto ETFs as part of portfolio construction.
Distinctive features include a client-only, no-additional-fee periodic newsletter and ad hoc educational seminars focused on options investors and aligning portfolios with values such as sustainable or socially responsible investing. With a small advisory team managing about $85.8 million for roughly 54 clients, the firm also supports employer plans through 401(k) consulting (including 3(38)-fiduciary roles and defined benefit plan options) and offers multiple service tiers from digital indexing to customized separately managed accounts.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
$1,000,000+: 1.0% per year (0.25% per quarter) for Comprehensive Wealth Management (may be waived) Lower minimums available+: Lower fees for IMPACT Digital, IMPACT Indexing, IMPACT SMA, IMPACT CR (fees not specifically stated)
Hourly financial planning fees between $250 and $500 per hour, negotiated; fees charged in arrears
Newsletter included in other services at no additional charge
Account minimum: $1,000,000 Minimum fee: Minimum fee for 401(k) pension consulting is $499/quarter, negotiable
Main office
See office2030 Union St, Ste 205
Sf CA 94123
Advisors at this office
2
Most active in
California · 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 active or affiliated with:
Real estate agent
They facilitate real estate transactions and may earn commissions.
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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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Jason E
Verified by Warmer
CFA®
Sf, CA
ImpactAdvisor LLC
30+ yrs in Finance • MIT MBA '02 • CFA Charterholder '99 • UC Berkeley '95 • Series 7 '92 • Certified Tax Preparer '87 Jason is Chief Investment Officer at ImpactAdvisor LLC I started my career on the buy-side at Seneca Capital in 1995, an institutional investment advisor that also managed customized portfolios for high-net-worth clients. I was responsible for equity trading, research, and portfolio management, including the design and implementation of our integrated portfolio trading and rebalancing software. This technology enabled us to scale assets under management 10x to $10B+ with only a 50% increase in headcount over five years, allowing our small team to manage a thousand portfolios with customizations for impact, compliance, and tax-efficiency. Other expertise: multiple hedge-fund styles — long, short, and quantitative strategies — with an emphasis on deep-dive equity analysis. More on LinkedIn → To balance the uncertainties in the markets, I strive for optimal tax strategy: a variable we can influence to boost net returns. I was a certified tax preparer at age 14. In my free time I add to update our tax bracket optimizer and organize finance events for the MIT Club of N.California. I live in San Francisco with Vesna and our three-year-old son, Milan. ImpactAdvisor LLC is a boutique advisory firm with four advisors managing approximately $90 million for around 65 households, including individuals, business owners, retirement plans, and nonprofits. The firm offers discretionary portfolio management and financial planning, employing fundamental, cyclical, and quantitative analysis. Also available are values-aligned and sustainable investing alongside a broader range of alternative and tax-aware investment solutions.
Michele S
Series 63, Series 65
Sf, CA
ImpactAdvisor LLC
Michele Sine is a financial advisor with ImpactAdvisor LLC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. She has worked in real estate with Berkshire Hathaway HomeServices Drysdale Properties since 2017 and Coldwell Banker Residential Brokerage prior to that. In addition to her advisory role, Michele holds a California Real Estate Sales License and occasionally advises clients on property transactions. ImpactAdvisor LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, business owners, and retirement plans. The firm manages portfolios using a combination of fundamental, quantitative, and cyclical analysis alongside modern portfolio theory, offering a range of strategies including separately managed accounts, digital indexing, private placements, and real estate investments.
Joseph B
Series 65
Sf, CA
ImpactAdvisor LLC
Joseph Belli is a financial advisor at ImpactAdvisor LLC with a Series 65 credential and two years of industry experience. He has held roles at several firms, including Cushman & Wakefield and Jones Lang LaSalle, and currently serves as Director of Finance and Operations at Pranger Law PC. ImpactAdvisor LLC is a small team managing approximately $75 million for around 50 clients, including individuals, business owners, retirement plans, and nonprofit entities. The firm offers portfolio management and financial planning with an emphasis on values-aligned investing, alternative strategies, and comprehensive retirement plan consulting.
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