Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Faith Investor Services offers a wrap fee program where clients pay a single fee covering investment advisory services and transaction costs. The maximum annual advisory fee is 1.60%, but specific fees may vary based on account size, portfolio complexity, and activity. Fees are billed quarterly in advance based on the average daily balance. The firm may charge reduced fees to employees and certain legacy client accounts. Note that investments in the FIS Christian Stock Fund (PRAY) or the FIS Knights of Columbus Global Belief ETF (KOCG) result in additional compensation to Faith Investor Services. Clients may also incur additional fees from custodians and other third parties. The firm requires a $100,000 minimum to open and maintain an advisory account, though this is negotiable.
Areas of Practice
Advisor Information
Office location
Wildwood, MO
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Richard is an instructor for Dalton Education by CeriFi, teaching CFP courses since March 2023. He also teaches financial literacy to the military for Magellan Federal since March 2025; neither activity is investment-related.