Katherine Neavill is a registered investment advisor at Faithward Advisors, LLC, based in Harbinger, NC, with 1 years of industry experience. Katherine 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| 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.
Fee Estimator
Location
106 Herbert Gallop Lane, Harbinger, NC, 27941
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Faithward Advisors, LLC
Osaic Wealth, INC.Broker
Previous Registrations
Osaic Wealth, INC.
American Portfolios Financial Services, INC.Broker
State Registrations16 states
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