Faithward Advisors, LLC

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Total assets under management

$906,004,988

Total clients

2,920

8% high-net worth

Total advisors

of 57 employees

Firm size

Multi Team

Average clients per advisor

209

Average account size

$310,276

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Consulting services

Fee options

Fixed

Flat fees may be charged for pension consulting based on agreement.

Percentage

$0 - $250,000: 1.75% $250,000 - $1,000,000: 1.50% $1,000,000 - $3,000,000: 1.25% $3,000,000+: 1.00%

Commissions

Commission-based compensation earned by representatives registered with Osaic broker/dealer and as insurance agents, separate from advisory fees.

Project-based

Hourly fees may be charged for pension consulting based on agreement.

Other

Account minimum: No minimum dollar amount required to open and maintain an advisory account; firm may terminate accounts deemed too small to manage effectively.

Disclosures

Main office location

Faithward Advisors, LLC

275 Hess Boulevard, Suite 100

Lancaster PA 17601, United States

Number of offices

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook X Instagram YouTube Website 717-560-8300

Advisors at this firm

Henry H

Series 66

Lancaster, PA

Faithward Advisors, LLC

Katherine N

Series 66

Harbinger, NC

Faithward Advisors, LLC

Walter G

Series 63, Series 65, Series 66

Vestal, NY

Faithward Advisors, LLC

Mary Beth F

Series 66

Series 63, Series 66

Lancaster, PA

Faithward Advisors, LLC

Kyle B

CFP®, Series 65

Lancaster, PA

Faithward Advisors, LLC

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