Fees and Service Tiers
Through our faith-aligned investment management and financial planning approach, we partner with you to steward your resources wisely. Our commitment is to provide the expertise you need as you progress toward your financial goals, keeping Biblical principles at the forefront of our relationship.
Over $400k AUM
Investment Management & Financial Planning
For established professionals and households with over $400,000 in AUM.
Our Investment Management & Financial Planning relationship provides sophisticated, faith-aligned financial solutions for those navigating significant life transitions and wealth-building opportunities. This service is designed for clients with complex needs, such as planning for an upcoming retirement, living from their investments, reaching a high net worth, and dynamic family situations.
Core Services (All Tiers):
- Annual comprehensive review of your financial strategy alignment via phone, video, or in-office
- Professional investment management using our Biblically-Responsible investing approach
- Strategic allocation guidance for all investment accounts (401(k)s, 403(b)s, 529 plans, etc.)
- Year-round support is provided via phone, video, text messaging, email, and in-office meetings
- Advanced planning strategies for retirement, tax efficiency, legacy, and charitable giving
Individual Service Tier Details:
Tier One: $400k – $1 Million
- (3) additional hours annually with an Advisor for Financial Planning/Advice or Portfolio Review
- Ideal for growing professionals, families building wealth, and retirees
Tier Two: $1 Million – $2 Million
- (6) additional hours annually with an Advisor for Financial Planning/Advice or Portfolio Review
- Enhanced support for complex financial situations
Tier Three: $2+ Million AUM
- (10) additional hours annually with an Advisor for Financial Planning/Advice or Portfolio Review
- Comprehensive support for sophisticated planning needs
Fee Structure:
All of our relationships use a blended annual fee structure based on total AUM for a client household:
- First $1,000,000: 1.00%
- Next $1,000,000: 0.75%
- Next $3,000,000: 0.50%
- Over $5,000,000: 0.30%
Example Annual Fee:
A client household with $2,000,000 under management would have a blended annual rate of 0.875%:
- 1.00% on the first $1,000,000
- 0.75% on the second $1,000,000
This fee structure allows us to provide comprehensive investment management and financial planning services while ensuring our interests align with your financial success. Fees are charged quarterly based on the ending balance of your accounts under management from the previous period.
Ready to Get Started?
Click to schedule your initial complimentary consultation with a Christian Financial Advisor.
SERVICES
What We Do
With our ongoing Biblically responsible investment management and financial planning processes, we stay by your side through the years to help you wisely pursue your financial goals, one step at a time. As life happens, we help you make the necessary adjustments to stay on track. We believe financial planning and investment management is a journey, not a destination.
Ready to Get Started?
Click to schedule your initial complimentary consultation with a Christian Financial Advisor.