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
Facet Wealth offers financial planning services through different membership levels, including financial goal setting, portfolio design, investment management, cash flow planning, debt management, retirement planning, and tax planning. Investment management is included in the planning fee. They use ETFs and may manage individual equities and debt instruments.
400 East Pratt Street, 8th Floor, Baltimore, MD, 21202