Favor Wealth Advisors offers investment advice and financial planning to individuals and other clients. They create tailored investment portfolios using stocks, bonds, ETFs, and other securities. They also offer standalone financial planning services covering retirement, estate, tax, and education planning. Favor Wealth Advisors uses third-party managers to help implement investment portfolios. As a fiduciary, they are legally required to act in your best interest.
Assets Under Management$75M
Clients143
Advisors1
Avg. per Client$530K
Avg. per Advisor$75M
Fee Structure
Minimum Investment:$2.5K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.75% |
| $500K - $1000K | 1.50% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.85% |
Favor Wealth Advisors also offers a Special/Income Portfolio Management service with different fees. If third-party managers are used, the combined maximum annual fee will not exceed 3%.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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