Faithward Capital, operating as a sub-adviser, provides continuous investment portfolio management based on client objectives and model portfolios. They make investment decisions without prior client approval. Faithward Capital also maintains model portfolios for other financial institutions' Separately Managed Accounts. They offer sub-advisory services to registered investment advisors, providing research, analysis, and consultations. Faithward Capital does not require a minimum dollar amount to open and maintain an advisory account; however, they have the right to terminate your Account if it falls below a minimum size.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
Fees are negotiable depending on the amount of assets under management, range of investments, and complexity of the client’s financial circumstances.