Fellowship Financial Planning offers personalized investment management and financial planning services to individuals, families, and business owners. The firm specializes in creating customized investment portfolios using stocks, bonds, mutual funds, exchange-traded funds, and other securities, with a particular focus on Biblically Responsible Investing strategies that align portfolios with Christian values. Clients receive ongoing portfolio construction, monitoring, rebalancing, and trade execution without needing prior approval for every trade. Alongside investment management, Fellowship Financial Planning provides incidental financial planning and standalone financial planning services covering goals, objectives, and retirement planning. The firm manages assets on behalf of clients and works with independent financial custodians to hold client accounts.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2M+ | 1.00% |
Fees are calculated on breakpoints and may be negotiated, lowered, or waived for family, friends, or based on the complexity of the client situation.