Faison Capital LLC offers investment management services, primarily investing in common stocks and bonds of large, public companies with consistent growth records. Accounts are individually managed based on client goals, risk tolerance, and tax planning needs. Faison Capital also provides some financial planning advice, usually in conjunction with investment management services, and may offer stand-alone planning services on an hourly or job basis.
Fee Structure
Faison Capital's fee for managing your investments is a percentage of the value of your portfolio, ranging from 0.50% to 2.00% per year. The specific fee is determined by factors such as the complexity of your situation, the amount you invest, and the type of investments. Fees are calculated quarterly based on the average month-end balances. You can choose to have the fees deducted directly from your account or pay by check.