Services

Uncaged Impact offers a comprehensive suite of consulting and advisory services designed to unlock and deploy capital for impactful change.

Uncaged Impact works on three main pillars: Capital (specialized institutional clients); Solutions (financial planning); and Investments (investment management), to unlock and deploy capital to address some of the most critical challenges facing individuals and our planet.

Hourly Rates & Packages

Standard Hourly Consulting Rate

$375.00

Description and Approach

Uncaged Impact provides strategic consulting advice to organizations, RIAs, corporates, high net-worth investors, foundations, and NGO's on impact investing initiatives.
Whether through due diligence, strategic planning, shareholder advocacy, or program design, we ensure effective strategies for systems change.
We also work with clients to design and create capital financing vehicles and strategies that drive positive change.
Specializing in blended finance, project finance, revolving loan funds, green banks and blue banks, as well as sustainability linked financial instruments, these efforts support vital projects addressing sustainability, clean water access, water scarcity, wildfire resilience, climate resilience, and animal welfare.

Basic Insights and Foundations Plan

$3,500 - $4,500

Description and Approach

Ideal for clients that need one-time advice on a financial decision or a DIY client who wants to know if they are on the right track. Consists of a comprehensive review and analysis, detailed personal recommendations, and a measurable action plan to help you achieve your financial objectives with clarity and confidence.

Includes:

  • Discovery session
  • Custom roadmap (delivery and discussion)
  • 1 follow-up session within 3-6 months
  • Additional follow-ups at $320.00 per hour

On-Going Financial Planning+ Investment Management

Description and Approach

Ideal for clients seeking full-service financial planning & management and values-based investing. Best suited for clients with $500K in assets under management (AUM).

Includes:

  • Full financial plan tailored to your personal and financial goals
  • Up to 2 discovery sessions
  • Up to 3 financial roadmap discussions
  • 1 mid-year follow-up + interim check-ins
  • Access to digital planning tools
  • Values-aligned investment management
  • Custom screens: ESG, animal welfare (as available)

Fees are based on AUM. Fees are calculated as a flat percentage applied to total AUM as described below:

    • Under $1M - $10K flat fee
    • $1M - $2M - 1%
    • $2M - $5M - 0.75%
    • $5M - $10M - 0.50%
    • Above $10M - flat fee $50K

Ready to take the first step?

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