FaithWise Investing provides investment management and wealth management services to individuals, families, family trusts, foundations, and charitable entities. The firm builds diversified portfolios using a mix of exchange-traded funds, mutual funds, separately managed accounts, and private investment funds, tailored to each client's specific risk tolerance and objectives. Alongside portfolio management, clients have the opportunity to consult with FaithWise Investing on financial planning topics such as retirement cash flow, wealth transfer, insurance needs, tax planning, college education funding, and philanthropy. FaithWise Investing operates as a wholly owned subsidiary of The Fuller Foundation.
Fee Structure
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% |
Fees are negotiable at the sole discretion of FaithWise Investing. Endowment fund management is charged at an annualized rate of 0.15%.