Farris Capital Management provides financial planning and asset management services. Financial planning covers investment, retirement, insurance, tax, and education planning. Asset management is offered through Betterment Securities, Zoe Wealth Platform, Fidelity Institutional Wealth Services, and Charles Schwab. Farris Capital Management constructs and manages model investment strategies consisting of exchange-traded funds, stocks, and mutual funds.
Fee Structure
Farris Capital Management offers investment management services through Betterment Securities, Zoe Wealth Platform, Fidelity Institutional Wealth Services, and Charles Schwab. The annual fee is based on the amount of your portfolio and is negotiable.
For Betterment and Zoe Wealth platforms, the fees are:
- $0 - $100,000: 1.50%
- $100,001 - $250,000: 1.35%
- $250,001 - $500,000: 1.25%
- $500,001 - $1,000,000: 1.15%
- $1,000,000 and above: Negotiable
For Fidelity and Schwab platforms, the fees are:
- $0 - $100,000: 1.50%
- $100,001 - $250,000: 1.35%
- $250,001 - $500,000: 1.20%
- $500,001 - $1,000,000: 1.00%
- $1,000,000 and above: Negotiable