Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.75% |
| $250K - $1.0M | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3M+ | 1.00% |
Fees are subject to negotiation.
Fee Estimator
For portfolio management, fees are based on a tiered percentage of your assets under management. For consulting services, fees are based on a tiered percentage of your net worth. These fees are negotiable. Sub-advisory fees are in addition to the advisory fee paid to Faithward Advisors. The firm may allow accounts of members of the same household and multiple accounts of a charity and its board members to be aggregated for purposes of determining the advisory fee.
Areas of Practice
Advisor Information
Office location
275 Hess Boulevard, Suite 100, Lancaster, PA, 17601
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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