Factor Investing Group specializes in building customized investment portfolios using exchange-traded funds, mutual funds, and individual securities, relying heavily on academic research and factor-based investing strategies such as size, value, and momentum. Factor Investing Group acts as a legal fiduciary, putting clients' best interests first while managing portfolios on a discretionary basis—meaning Factor Investing Group makes trades on your behalf based on your agreed-upon goals and risk tolerance. In addition to managing investments, Factor Investing Group provides comprehensive financial planning that covers retirement, personal savings, education funding, and other key areas of your financial life. Factor Investing Group primarily works with individuals, high-net-worth clients, trusts, estates, and retirement plans, and generally does not enforce a minimum account size.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.30% |
Wealth management fees range up to 1.30% annually based on factors including portfolio complexity, financial planning inclusion, and asset level. Fees are negotiable.