Faithward Advisors, LLC
Assets Under Management
$906.0M
Number of Clients
3,068
Number of Advisors
15
Average Client AUM
$295K
AUM per Advisor
$60.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Faithward Advisors offers portfolio management, advisory consulting, selection of other advisors, and pension consulting services. Services are tailored to individual client needs and investment objectives. The firm manages assets by selecting investments that conform to a Biblically Responsible Investing (BRI) policy.
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
Location
275 Hess Boulevard, Suite 100, Lancaster, PA, 17601