Servant Wealth Management offers financial planning and investment management services. Financial planning covers areas like cash management, risk management, insurance, estate planning, taxes, retirement, and education funding. For investment management, Servant Wealth Management creates individualized portfolios allocated among other investment managers and monitors them regularly. They may also recommend a sub-advisor through Betterment for Advisors, a digital wealth management platform.
Fee Structure
Servant Wealth Management's annual investment management fee is a percentage of the value of your portfolio, ranging from 0.25% to 1.75%. This fee is negotiable based on the size of your account. The fee is deducted monthly. When using Betterment as a sub-advisor, their fee of 0.20% is included in Servant Wealth Management's fee.