Faith Financial Advisors (FFA) provides customized investment advisory services. FFA offers asset management, financial planning, asset management through AssetMark, retirement plan consulting, and educational seminars. FFA determines an asset allocation based on your financial goals and risk tolerance. Financial planning covers areas like tax, retirement, and estate planning. FFA also offers retirement consulting services to employee benefit plans.
Assets Under Management$97M
Clients280
Advisors2
Avg. per Client$350K
Avg. per Advisor$49M
Fee Structure
Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1M+ | 1.00% |
Typically, fees are 1.25% on the first $1,000,000. Smaller accounts, complex accounts, and requests for additional services can result in the 2% maximum fee being charged. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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