Faithward Capital
Assets Under Management
$906.1M
Number of Clients
Not reported
Number of Advisors
N/A
Average Client AUM
N/A
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)
About This Firm
Faithward Capital, a dba of SevenOneSeven Capital Management, LTD, offers discretionary portfolio management services based on client objectives and model portfolios. They also provide model portfolios and sub-advisory services to other financial institutions. The firm monitors portfolio performance and rebalances as needed. As of December 31, 2024, they managed approximately $906,095,777 in discretionary assets.
Fee Structure
Faithward Capital charges a maximum annual fee of 1.75% of assets under management for portfolio management services. Fees are negotiable based on factors such as assets under management and complexity. The fees are exclusive of brokerage commissions and transaction fees. You can terminate the agreement with 30 days' written notice and receive a pro-rata refund of unearned fees. Certain individuals associated with the firm may receive commission-based compensation for selling investment products through Osaic Wealth Management Company.
Areas of Practice
Location
275 Hess Boulevard, Suite 202, Lancaster, PA, 17601