Faith Investor Services provides discretionary investment management and financial planning services to individuals, high-net-worth individuals, not-for-profit organizations, and institutions. Founded in May 2021 and based in Scottsdale, Arizona, the firm specializes in global investment management and also sponsors a wrap fee program. Faith Investor Services primarily tailors its advice around exchange-traded funds, including proprietary funds managed by the firm. The investment approach incorporates various analysis methods, such as charting, technical, fundamental, and cyclical analysis, alongside long-term and short-term purchasing strategies. In addition to direct account management, Faith Investor Services offers services for accounts held away from the firm, such as retirement and health savings accounts, and assists clients in selecting third-party money managers when appropriate.
Fee Structure
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 at the firm's discretion. Family member accounts living in the same household may be combined to reach breakpoints.