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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.
Service Tiers
Our services are organized into distinct categories based on your household’s total Assets Under Management (AUM), with tailored solutions for clients under and over $300,000. Please review your options below:
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Under $300k AUM
Investment Management Only
Our Investment Management Only relationship provides focused, faith-aligned investment solutions for professionals and families beginning their wealth-building journey. This service is designed for clients seeking Biblical stewardship of their investments while building toward larger financial goals, such as saving for retirement, establishing emergency funds, growing wealth steadily, or preparing for future planning needs.[/vc_column_text][vc_btn title=”Learn More” style=”custom” custom_background=”#629248″ custom_text=”#ffffff” shape=”square” align=”left” i_icon_fontawesome=”fas fa-arrow-alt-circle-down” css=”.vc_custom_1765826131966{padding-top: 15px !important;}” add_icon=”true” link=”url:%2Fservices%2Ffees-service-tiers%2F%23under300|title:Under%20%24300K%20AUM”][/vc_column][vc_column width=”1/2″ css=”.vc_custom_1765826425783{padding-top: 50px !important;padding-right: 10% !important;padding-bottom: 40px !important;padding-left: 10% !important;background-color: #f5faf6 !important;}”][vc_column_text css=””]
Over $300k AUM
Investment Management & Financial Planning
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.[/vc_column_text][vc_btn title=”Learn More” style=”custom” custom_background=”#629248″ custom_text=”#ffffff” shape=”square” align=”left” i_icon_fontawesome=”fas fa-arrow-alt-circle-down” css=”.vc_custom_1765826145796{padding-top: 15px !important;}” add_icon=”true” link=”url:%2Fservices%2Ffees-service-tiers%2F%23over300|title:Over%20%24300K%20AUM”][/vc_column][/vc_row][vc_row row_seperator=”row-line-seperator” top=”35px” bottom=”35px” section_id=”under300″ el_class=”anchor-link”][vc_column][vc_column_text css=””]
Under $300k AUM
Investment Management Only
For households with less than $300,000 in AUM.
Our Investment Management Only relationship provides focused, faith-aligned investment solutions for professionals and families beginning their wealth-building journey. This service is designed for clients seeking Biblical stewardship of their investments while building toward larger financial goals, such as saving for retirement, establishing emergency funds, growing wealth steadily, or preparing for future planning needs.
Tier One: $100k – $300k AUM
- Professional investment management using our Biblically-Responsible Investing approach
- (1) Annual 60-minute Meeting to review portfolio alignment conducted via phone or video
- Year-round support is provided via phone, video, text messaging, and email
- Optional: Meet with an Advisor for Financial Planning or Advice at $350 per hour
Fee Structure:
- Annual fee of 1% on total AUM. Fees are charged quarterly based on the ending balance of your accounts under management from the previous period.
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Over $300k AUM
Investment Management & Financial Planning
For established professionals and households with over $300,000 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:
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Tier Two: $300k – $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
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Tier Three: $1 Million – $2 Million
- (6) additional hours annually with an Advisor for Financial Planning/Advice or Portfolio Review
- Enhanced support for complex financial situations
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Tier Four: $2+ Million AUM
- (10) additional hours annually with an Advisor for Financial Planning/Advice or Portfolio Review
- Comprehensive support for sophisticated planning needs
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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.[/vc_column_text][/vc_column][/vc_row][vc_row row_seperator=”row-line-seperator” top=”30px” bottom=”30px” bg_color=”#163463″][vc_column offset=”vc_col-lg-offset-0 vc_col-lg-9 vc_col-md-offset-1 vc_col-md-10″][vc_column_text css=””]
Ready to Get Started?
Click to schedule your initial complimentary consultation with a Christian Financial Advisor.
[/vc_column_text][/vc_column][vc_column offset=”vc_col-lg-offset-0 vc_col-lg-3 vc_col-md-offset-1 vc_col-md-10″][vc_btn title=”Schedule A Consultation” style=”custom” custom_background=”#629248″ custom_text=”#ffffff” shape=”square” align=”center” css=”.vc_custom_1739570223687{padding-top: 15px !important;}” link=”url:%2Fmeet%2Fnew|title:schedule%20a%20consultation”][/vc_column][/vc_row][vc_row][vc_column][vc_custom_heading text=”SERVICES” font_container=”tag:h5|font_size:20px|text_align:left” use_theme_fonts=”yes” css=”.vc_custom_1686605389189{margin-bottom: 0px !important;}”][vc_custom_heading text=”What We Do” font_container=”tag:h2|font_size:40px|text_align:left” use_theme_fonts=”yes” css=”.vc_custom_1686605403137{margin-bottom: 20px !important;}”][vc_column_text]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.[/vc_column_text][vc_empty_space height=”50px”][ultimate_carousel slide_to_scroll=”single” slides_on_desk=”3″ slides_on_tabs=”2″ slides_on_mob=”1″ autoplay=”off” el_class=”carousel-boxes” adaptive_height=”on” item_space=”0″][vc_row_inner el_class=”boxes-equal”][vc_column_inner][bsf-info-box icon=”Defaults-money” icon_size=”32″ icon_color=”#619248″ title=”Fees & Service Tiers” read_more=”box” link=”url:https%3A%2F%2Fspinupwp.christianfinancialadvisors.com%2Fservices%2Ffees-service-tiers%2F|title:Fees%20%26%20Service%20Tiers” hover_effect=”style_2″ el_class=”aio-services custom-icon aio-invoice-dollar” desc_font_color=”#444751″]Christian Financial Advisors® offers tiered services based on total assets under management, providing investment management and financial planning for your unique financial journey.
Click here to learn more[/bsf-info-box][/vc_column_inner][/vc_row_inner][vc_row_inner el_class=”boxes-equal”][vc_column_inner][bsf-info-box icon=”Defaults-list-alt” icon_size=”32″ title=”Investment Services” read_more=”box” link=”url:https%3A%2F%2Fspinupwp.christianfinancialadvisors.com%2Fservices%2Finvestment-management-services%2F|title:Investment%20Management%20Services” hover_effect=”style_2″ el_class=”aio-services custom-icon aio-chart” desc_font_color=”#444751″]We tailor your investments to align with your Christian values, financial objectives, and risk attitude, ensuring your money is optimally working for you!
Click here to learn more[/bsf-info-box][/vc_column_inner][/vc_row_inner][vc_row_inner el_class=”boxes-equal”][vc_column_inner][bsf-info-box icon=”Defaults-road” icon_size=”32″ title=”Financial Planning” read_more=”box” link=”url:https%3A%2F%2Fspinupwp.christianfinancialadvisors.com%2Fservices%2Ffinancial-planning-services%2F|title:Financial%20Planning%20Services” hover_effect=”style_2″ el_class=”aio-services custom-icon aio-road” desc_font_color=”#444751″]Our team of Christian financial advisors will design a plan to evaluate your current financial situation and direct you toward Kingdom-focused financial freedom.
Click here to learn more[/bsf-info-box][/vc_column_inner][/vc_row_inner][vc_row_inner el_class=”boxes-equal”][vc_column_inner][bsf-info-box icon=”Defaults-paper-plane-o send-o” icon_size=”32″ title=”Retirement Planning” read_more=”box” link=”url:https%3A%2F%2Fspinupwp.christianfinancialadvisors.com%2Fservices%2Fretirement%2F|title:Retirement%20Planning” hover_effect=”style_2″ el_class=”aio-services custom-icon aio-paper-plane” desc_font_color=”#444751″]We empathize with your retirement fears & needs, guiding you through life’s highs and lows for comprehensive financial peace of mind.
Click here to learn more[/bsf-info-box][/vc_column_inner][/vc_row_inner][vc_row_inner el_class=”boxes-equal”][vc_column_inner][bsf-info-box icon=”Defaults-group users” icon_size=”32″ title=”Estate Planning” read_more=”box” link=”url:https%3A%2F%2Fspinupwp.christianfinancialadvisors.com%2Fservices%2Festate-and-inheritance-planning-in-wealth-management%2F|title:Estate%20Planning” hover_effect=”style_2″ el_class=”aio-services custom-icon aio-family” desc_font_color=”#444751″]Estate planning sets your asset transfer roadmap at death, while avoiding potential pitfalls. We assist in this complex task, coordinating with your attorney.
Click here to learn more[/bsf-info-box][/vc_column_inner][/vc_row_inner][vc_row_inner el_class=”boxes-equal”][vc_column_inner][bsf-info-box icon=”Defaults-money” icon_size=”32″ title=”Planned Giving” read_more=”box” link=”url:https%3A%2F%2Fspinupwp.christianfinancialadvisors.com%2Fservices%2Fplanned-giving-in-wealth-management%2F|title:Planned%20Giving” hover_effect=”style_2″ el_class=”aio-services custom-icon aio-hand-holding-dollar” desc_font_color=”#444751″]Planned giving crafts generational legacies and optimizes tax benefits using strategies like Donor Advised Funds, Charitable Trusts, etc., fostering income growth & a lasting legacy.
Click here to learn more[/bsf-info-box][/vc_column_inner][/vc_row_inner][/ultimate_carousel][/vc_column][/vc_row][vc_row row_seperator=”row-line-seperator” top=”30px” bottom=”30px” bg_color=”#163463″][vc_column offset=”vc_col-lg-offset-0 vc_col-lg-9 vc_col-md-offset-1 vc_col-md-10″][vc_column_text css=””]
Ready to Get Started?
Click to schedule your initial complimentary consultation with a Christian Financial Advisor.
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