Facet Wealth
Would you recommend Facet Wealth to your friends?
| Community Rating | Strongly recommended |
| Minimum Initial Investment | $0 |
| Median Account | $75,000 |
| Wealth Managers | N/A |
| U.S. AUM (billions) | $0.0432 |
| Number of Reviews | 6 |
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 are available in 50 states (and Washington, DC).
Facet Wealth Pros & Cons
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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 .| Description | |
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| Investment Expense Ratios | 0.04% - 0.08% |
| 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:
| Supported Options | Unsupported Options |
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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.
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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.Message From Facet Wealth
Contact
- Headquarters
-
509 S. Exeter Street
Baltimore, MD 21202 USA - Visit Site
- Email Support
About Facet Wealth
Availability
- Alabama
- Alaska
- Arizona
- Arkansas
- California
- Colorado
- Connecticut
- Delaware
- 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
- Washington, DC
- West Virginia
- Wisconsin
- Wyoming
Feature Breakdown
| Fee Model |
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| Investment Expense Ratios | 0.04% - 0.08% |
| Management / Advisory Fee | $1,200 - $6,000 |
Facet Wealth Community Reviews
Would you recommend Facet Wealth to your friends?
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