Financial Advisors & Professionally Managed Accounts (PMAs)

I am a financial advisor, how can I work with you?
The ImpactAssets Donor Advised Fund allows qualified independent investment advisors to provide investment management services for charitable assets held in...
Wed, Sep 29, 2021 at 6:29 PM
How does our client manage their ImpactAssets Donor Advised Fund account when their funds are custodied with my firm?
Our mutual client will have access to the ImpactAssets DonorWeb portal. From DonorWeb, they can review their account balance and make a grant recommendation...
Wed, Sep 29, 2021 at 6:31 PM
What is the onboarding process like to professionally manage a donor advised fund account with ImpactAssets?
Generally, before you are approved to directly manage the investments in the account, ImpactAssets will ask to receive and review a copy of your investment ...
Wed, Sep 29, 2021 at 6:33 PM
When our mutual client makes an additional contribution to their professionally managed account, should they send the donation to me as their advisor, or ImpactAssets?
Contributions can be made directly to the custodian account where the funds are custodied, or they can send the contribution to ImpactAssets. If your client...
Wed, Sep 29, 2021 at 6:35 PM
How do you send out grants if the assets are held by my firm? Do I have to transfer funds to ImpactAssets before my client's grant goes out?
In some cases, yes, you will need to transfer funds to ImpactAssets before the client's grant is disbursed. This will depend on the liquidity we have o...
Wed, Sep 29, 2021 at 6:38 PM
How often is reporting available?
We provide quarterly reporting on our impact portfolios that can be accessed at any time through the DonorWeb client portal. However, we do not provide repo...
Fri, Oct 1, 2021 at 5:44 PM
How does ImpactAssets pay out fees to financial advisors?
If the client's assets are custodied with ImpactAssets, we will pay a quarterly trailer commission directly to the broker-dealer or RIA firm of record....
Fri, Oct 1, 2021 at 5:48 PM
How often does ImpactAssets fee on a Professionally Managed Account?
With a professionally managed account, ImpactAssets' current fee schedule still applies. Each month we will request a liquidity transfer for monthly fe...
Fri, Oct 1, 2021 at 5:49 PM