FaithWise Investing offers investment management and wealth management services to institutions, families, and individuals. Services include identifying investment objectives, developing asset allocation strategies, implementing investment strategies, monitoring financial assets, and performing due diligence on investment managers. For larger institutional clients, FaithWise Investing offers a diversified portfolio that invests across all asset classes.
Assets Under Management$260M
Clients73
Advisors2
Avg. per Client$3.6M
Avg. per Advisor$130M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $25.0M | 0.65% |
| $25M+ | 0.55% |
Advisory fees are negotiable. Institutional Portfolio clients have a different fee schedule: First $5M: 0.90%, Over $5M to $10M: 0.80%, Over $10M to $25M: 0.70%, Greater than $25M: 0.60%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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