Bryan Mahon is a registered investment advisor at Faithward Advisors, LLC, based in Lancaster, PA, with 4 years of industry experience. Bryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,068 clients with $910M in assets under management.
| Portfolio Value | 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. Sub-advisory fee charged by affiliate SevenOneSeven shall not exceed 0.50% per year and is included in the fee charged by Faithward Advisors. Accounts of members of the same household and multiple accounts of a charity and its board members may be aggregated for purposes of determining the advisory fee.
275 Hess Boulevard, Suite 100, Lancaster, PA, 17601
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