Faithward Advisors offers personalized investment advice, including portfolio management and consulting services. They manage investments in mutual funds, REITs, individual securities, and ETFs. Faithward Advisors may recommend sub-advisers, including their affiliate, to manage client accounts. They also offer consulting services covering investment allocations, estate planning, tax planning, and insurance. Pension consulting services are available for employee benefit plans.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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. Sub-advisory fee charged by affiliate SevenOneSeven shall not exceed 0.50% per year and is included in the fee charged by Faithward Advisors. Accounts of members of the same household and multiple accounts of a charity and its board members may be aggregated for purposes of determining the advisory fee.