Invest Your Faith, also known as Harvest Money, helps people manage their savings and investments. They offer different levels of investment management services, tailoring them to client needs. They also provide financial advice, financial planning, and tax preparation services, covering areas like business planning, budgeting, education expense planning, estate planning, retirement planning, and tax strategies. They may also recommend outside managers for investment management.
Assets Under Management$3.2M
Clients5
Advisors1
Avg. per Client$650K
Avg. per Advisor$3.2M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Minimum Annual Fee:$75
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.75% |
| $500K - $1.0M | 0.68% |
| $1.0M - $1.5M | 0.60% |
| $1.5M - $2.0M | 0.53% |
| $2M+ | 0.45% |
Schedule is for Level III - ADVISE. Level IV - PLAN has a different schedule. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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