Humane Investing is a registered investment advisor founded in 2009 by Brenda A. Morris. The firm specializes in sustainable, responsible, and impact investing, helping individuals and nonprofits align their investment portfolios with their social and environmental values. Humane Investing primarily works with vegetarians and vegans across the country. The firm assists clients in defining their financial goals and crafts strategic asset allocations. Depending on client needs and account size, Humane Investing utilizes third-party portfolio managers, such as First Affirmative Financial Network, for separately managed accounts holding individual securities, or manages mutual fund and exchange-traded fund portfolios directly through Schwab platforms. Financial planning and consulting services are included as part of the investment advisory services. Humane Investing is legally required to act in your best interest as a registered investment advisor and operates on a fee-only compensation structure, meaning they do not earn commissions from selling investment products.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.35% |
| $100K - $200K | 1.25% |
| $200K - $500K | 1.15% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.95% |
| $2M+ | 0.95% |
Rates reflect the primary First Affirmative multi-manager program schedule. Animal rights nonprofits pay 1.25% on the first $100,000. Humane Investing also offers a Schwab-based mutual fund program starting at 0.70%.