Servant Financial provides investment management for individuals, retirement accounts, trusts, estates, pooled investment vehicles, charitable organizations, and corporations. Servant Financial customizes portfolios based on each client’s risk tolerance, time horizon, and specific goals. Servant Financial is a fee-only firm and does not sell commissioned products or accept commissions or finder's fees. They also provide non-discretionary investment consulting services to accredited investors regarding alternative investments.
Assets Under Management$120M
Clients40
Advisors1
Avg. per Client$2.9M
Avg. per Advisor$120M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1.0M - $2.0M | 0.60% |
| $2M+ | 0.50% |
Fees may be negotiable depending on the size and type of account and the services required.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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