Family Faith & Finance Asset Management provides investment management and financial planning services to individuals, families, and retirement plan sponsors. Founded in 2007 and owned by Donald Carpenter, the firm builds customized portfolios using stocks, bonds, exchange-traded funds, mutual funds, and other securities. Portfolios are reviewed at least quarterly and rebalanced as needed based on individual goals and risk tolerance. In addition to portfolio management, the firm offers financial planning and consulting covering retirement planning, estate planning, tax strategies, charitable giving, education funding, and real estate analysis. The firm operates as a sole proprietorship and emphasizes a personalized, communicative approach to helping clients meet their long-term financial objectives while acting in their best interest.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Fees are billed quarterly in advance at an annualized rate of 2.50%. Fees are negotiable.