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Facet Wealth

in Wealth Management from Facet Wealth Inc

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Facet Wealth

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in Wealth Management from Facet Wealth Inc

Net Recommendation Score +100%

SUPERMONEY NET RECOMMENDATION SCORE

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Minimum Initial Investment $0
Median Account $75,000
Wealth Managers N/A
U.S. AUM (billions) $0.0432

Facet Wealth Review

Facet Wealth is offered by Facet Wealth Inc, a financial services company founded in 2016 and based in Baltimore, MD. Facet Wealth is available in 50 states (and Washington, DC).

Facet Wealth Pros & Cons
Pros Cons
  • Offers tax planning services.
  • Provides personalized investment advice.
  • Includes estate planning.
  • Wide selection of wealth management services offered.
  • Competitive investment expense ratios.
  • No minimum amount to open an account.
  • Not many investment vehicles available.
Facet Wealth FAQ

What wealth management fees does Facet Wealth charge?

Facet Wealth uses a fee-only model .

Fee-only model. The main advantage of this model is clients don't have to worry their wealth managers are influenced by commissions when making financial recommendations. Fee-only advisors have a fiduciary duty toward their clients. That means they are legally required to put their clients' interests first and cannot sell them a product they don't need or that goes against their goals or risk tolerance.

What are the investment expense ratios of Facet Wealth?

Hiring a wealth management firm with competitive investment fees is one of the most important steps to maximizing your portfolios performance.

Facet Wealth charges an investment expense ratio that starts at 0.04% and ranges up to 0.08%

What are the annual management fees of Facet Wealth?

Facet Wealth charges an annual management fee that starts at $1,200 and ranges up to $6,000 .
Facet Wealth Fees
Description
Investment Expense Ratios 0.04% - 0.08%
Fee Model Management and/or advisory fee
Management / Advisory Fee $1,200 - $6,000

What wealth management services does Facet Wealth offer?

Wealth management companies typically offer a wide selection of services. Facet Wealth Inc provides the following:

Wealth Management Services Offered Options
Supported Options Unsupported Options
  • Strategic Research
  • Financial reporting
  • Accounting
  • Estate Planning
  • Investment Advice
  • Tax Planning
  • Acquisitions and dispositions
  • Cash management
  • Due diligence

What investment vehicles does Facet Wealth offer?

A well-balanced portfolio should include a mix of investments, such as stocks, bonds, real estate, and other investment vehicles. It should also contain assets with varying levels and types of risk to help minimize the overall impact if one of the portfolio's assets loses its value.

These are the investment options Facet Wealth Inc offers its clients.

Investment Choices Options
Supported Options Unsupported Options
  • ETFs
  • Stocks
  • Options
  • Mutual Funds
  • FOREX
  • Futures
  • Bonds
  • Pink Sheets / OTCBB
  • Real Estate
  • Startups
  • Marketplace Loans
  • International Stocks
  • Cryptocurrencies

What is the minimum amount you have to invest to open an account with Facet Wealth?

Facet Wealth does not have a minimum amount to open an account. The median account with Facet Wealth has $75,000 under management.
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Contact

  • Headquarters
  •   509 S. Exeter Street
    Baltimore, MD 21202
  •   Visit Site

About Facet Wealth

Message From Facet Wealth Inc

Facet Wealth is a national financial planning firm focused on delivering meaningful advice to its clients that goes beyond investment management. Each Facet Wealth advisor is a Certified Financial Planner (R) Professional who works with clients to develop a custom financial plan for short and long term goals. Facet charges a transparent, flat subscription based fee rather than charging a percentage of assets or by commission.

Availability

  Available in 50 states and Washington, D.C.
  • Alabama
  • Alaska
  • Arizona
  • Arkansas
  • California
  • Colorado
  • Connecticut
  • Delaware
  • Washington, DC
  • Florida
  • Georgia
  • Hawaii
  • Idaho
  • Illinois
  • Indiana
  • Iowa
  • Kansas
  • Kentucky
  • Louisiana
  • Maine
  • Maryland
  • Massachusetts
  • Michigan
  • Minnesota
  • Mississippi
  • Missouri
  • Montana
  • Nebraska
  • Nevada
  • New Hampshire
  • New Jersey
  • New Mexico
  • New York
  • North Carolina
  • North Dakota
  • Ohio
  • Oklahoma
  • Oregon
  • Pennsylvania
  • Rhode Island
  • South Carolina
  • South Dakota
  • Tennessee
  • Texas
  • Utah
  • Vermont
  • Virginia
  • Washington
  • West Virginia
  • Wisconsin
  • Wyoming

Feature Breakdown

Investment Expense Ratios 0.04% - 0.08%
Management / Advisory Fee $1,200 - $6,000
Median Account $75,000
U.S. AUM (billions) $0.0432
Wealth Management Expertise
  • Investing Advice
  • Real Estate Investing
  • Tax Planning
Wealth Management Services Offered
  • Accounting
  • Estate Planning
  • Financial reporting
  • Investment Advice
  • Strategic Research
  • Tax Planning

Facet Wealth Community Reviews

 

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SUPERMONEY NET RECOMMENDATION SCORE

+100%

-100% 0% +100%
No one recommends Everyone recommends

Recommendation score measures the loyalty between a provider and a consumer. It's at 100% if everybody recommends the provider, and at -100% when no one recommends.

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