Assets Under Management
$906.0M
Number of Clients
3,068
Number of Advisors
15
Average Client AUM
$295K
AUM per Advisor
$60.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
Faithward Advisors offers portfolio management, advisory consulting, selection of other advisors, and pension consulting services. They tailor services to individual client needs and objectives, primarily recommending investments in Mutual Funds, REITs, Individual Securities, and ETFs. They also offer Biblically Responsible Investing (BRI).
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.75% |
| $250K - $1.0M | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3M+ | 1.00% |
Fees are subject to negotiation.
275 Hess Boulevard, Suite 100, Lancaster, PA, 17601