Facet Wealth charges a flat annual membership fee for financial planning services, ranging from $100 to $9,000 annually, depending on the service needs of the member. Investment management is included in this fee. A $250 enrollment fee is charged for members selecting billing cycles other than annual. There is no minimum to open a High Yield account. All other investment accounts require a minimum $500 initial purchase. An administrative fee of $10 per month, per account, will be charged if a member cancels their subscription and does not transfer their assets to another custodian within 30 days after the subscription period ends.
Downingtown, PA
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