Assets Under Management
$3.9B
Number of Clients
12,392
Number of Advisors
53
Average Client AUM
$312K
AUM per Advisor
$72.9M
Compensation
Fixed/Hourly
About This Firm
Facet Wealth offers various membership levels with a range of financial planning services, including investment management, cash flow planning, retirement planning, education planning, tax planning, and estate planning. Investment management is included as part of the financial planning services, and specific services vary depending on the chosen service level.
Fee Structure
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.
Areas of Practice
Location
400 East Pratt Street, 8th Floor, Baltimore, MD, 21202