Faithful Financial offers wealth management services including investment management and financial planning to individuals, high net worth individuals, trusts, and estates. Faithful Financial creates customized wealth advisory solutions through personal client contact, discretionary investment management, and financial planning services. The firm constructs portfolios using low-cost, diversified, biblically responsible mutual funds and ETFs, and may also use individual stocks and bonds.
Assets Under Management$2.7M
Clients13
Advisors1
Avg. per Client$210K
Avg. per Advisor$2.7M
www.linkedin.com/company/30696169 ·www.facebook.com/faithfulfinancial ·www.faithfulfinancialservices.com
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $1000K | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3M+ | 0.75% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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