Family Faith & Finance Asset Management offers investment advice and financial planning to individuals, families, and pension plans. As a legally required fiduciary, the firm aims to act in the client's best interest by understanding their financial goals, risk tolerance, and time horizon. Services include asset management, financial planning, and pension consulting.
Assets Under Management$970K
Clients4
Advisors1
Avg. per Client$240K
Avg. per Advisor$970K
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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