Impactfolio LLC

IMPACTfolio® is a Denver-based financial advisor firm established in January 2018. The firm specializes in providing investment management services and ongoing financial planning services to individuals, high net-worth individuals, trusts, estates, institutions, and other entities. They offer a range of services including Investment Management, Ongoing Financial Planning, and Hourly Financial Planning. Clients have the option to grant IMPACTfolio® discretionary authority over their accounts, allowing the firm to make investment decisions without prior consent. The firm integrates environment, social responsibility, and corporate governance (ESG) factors with traditional financial analysis. Responsible investing and ESG strategies may be employed, potentially affecting investment performance. Fees are based on a fixed retainer not exceeding 2% of assets under advisement, and are deducted directly from client accounts on a quarterly basis. The firm does not participate in wrap fee programs and does not receive compensation from broker-dealers or insurance brokers. IMPACTfolio® does not have a minimum account size requirement. The firm's financial professionals, Jeffrey Scott Arnold, Rebecca Laelia Kennedy, and Julie Denise McDaniel, are Certified Financial Planners (CFP®) and do not have any legal or disciplinary history. They are compensated on a salary basis and do not receive commissions based on business generated. Clients can contact the firm at (844) 218-3800 for additional information or to address any concerns.