Revenue Model · No. 68
Impact Investing Advisory
Saved to your Growth Profile
Keep track without deciding today
You have started identifying what may belong in the next version of your business. Create a free Growth Profile so the platform can remember what you are considering.
Check your email for a sign-in link. It works once and expires in 15 minutes. When you return, this save will be waiting in your Growth Profile.
Passwordless. A save means interest, not intent.
The Verdict
Good money. It leans on you to make it.
Quick Facts
| Best-Fit Founder | Multi-offer founder |
|---|---|
| Revenue Type | Recurring |
| Capacity Level | Low · start lean |
| Archetype | Lucrative Job (High Return · High Cost) |
| Evidence Tier | Modeled |
What This Revenue Model Is
Impact investing sits at the intersection of finance and mission, and the advisor who can speak both languages fluently operates in a category with very little competition and very high fees. The people who need you are managing hundreds of millions. Price accordingly.
An asset-based fee on values-aligned capital.
~1%
of AUM, annual
tiered
by portfolio size
recurring
revenue
Impact advisory earns the same way wealth advisory does: a recurring percentage of the assets you steward, with an impact lens layered on.
Advisory fees typically run near 1% of assets under management, tiered down as portfolios grow.
Benchmarked to 2025-2026 advisory fee data (NerdWallet, AdvisorFinder). The impact specialization can support the upper end of the range.
Evidence tier: Modeled. Figures are modeled estimates, not observed results. Ranges are illustrations of how the model prices, not predictions of your results.
The Two-Axis Placement
Return score: 3.7 / 10. Personal Cost score: 3.4 / 10. That combination places this model in the Lucrative Job quadrant: high return · high cost.
AssetHigh return, low personal cost
Lucrative JobHigh return, high personal cost
TrickleLow return, low personal cost
TrapLow return, high personal cost
Score Breakdown
Return
Personal Cost
Related Revenue Models
Family page: Ecosystem Model
Could this model work in your business?
That depends on what your business can absorb and execute. The Membership begins with a Growth Decision that answers exactly that.