Faith Investor Services offers investment management services to individuals, high net worth individuals, registered investment companies, not-for-profit organizations, and other institutions. The firm specializes in global investment management and wealth management, managing a wrap fee program and providing continuous portfolio management. They also manage accounts not directly held in their custody, such as 401(k)s and HSAs, using tax-efficient strategies.
Assets Under Management$200M
Clients271
Advisors4
Avg. per Client$730K
Avg. per Advisor$49M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.60% |
| $3.0M - $5.0M | 1.50% |
| $5.0M - $7.5M | 1.25% |
| $7.5M+ | 1.00% |
All fees are negotiable. Fees for not-for-profit and institutional clients are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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