Humane Investing, LLC offers investment advisory services and financial planning to individuals and nonprofits. The firm specializes in sustainable, responsible, and impact investing (SRI). Humane Investing helps clients develop financial strategies aligned with their goals and values, and offers investment management through either a multi-manager strategy or a managed mutual fund strategy.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.35% |
| $100K - $200K | 1.25% |
| $200K - $500K | 1.15% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.95% |
| $2M+ | 0.95% |
For First Affirmative’s mutual fund investment programs maintained at Schwab, the fee is 0.80% plus internal expenses and transaction fees for institutional class mutual fund shares. From this fee, First Affirmative charges .40%. For First Affirmative’s mutual fund investment programs maintained at Goldman Sachs, the fee begins at .95% but without the additional transaction fee for institutional class shares. From this fee, First Affirmative charges .40% - .50%. For accounts managed by Humane Investing using Schwab’s platform, the fee begins at .70% and decreases based on your balance. You will be paying fees for institutional class mutual fund and/or ETF fees in addition to your advisory fee.