Ministry Partners Securities provides wealth planning, financial consulting, and investment advisory services with an explicitly Christian approach, incorporating biblical stewardship principles into financial management. The firm offers comprehensive financial planning covering retirement, insurance, college savings, cash flow, estate planning, and charitable giving. For investment management, Ministry Partners Securities refers clients to unaffiliated third-party money managers such as Camelot Portfolios, AssetMark, and Harvest Investment Services, while maintaining ongoing oversight and client relationships. Services are tailored to individual income, net worth, age, objectives, and religious or ethical values. The firm caters primarily to individuals, trusts, and estates, as well as institutional clients like corporate pension plans, endowments, and churches.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 1.90% |
| $50K - $100K | 1.75% |
| $100K - $250K | 1.65% |
| $250K - $750K | 1.65% |
| $750K+ | 1.60% |
Schedule reflects Harvest Investment Services program rates. Other third-party managers charge maximum annual fees up to 1.50% (Camelot) or 2.20% (AssetMark). Fees are negotiable.