A growing number of financial advisers and firms are helping clients do just that. Like most fee-only advisers, many faith-based advisers serve clients with relatively high net worth. The firm also charges clients financial and estate-planning fees that typically range from $1,500 to $10,000 a year, says Executive Vice President Erik Daniels. ‘Purpose of money’Like their secular counterparts, faith-based advisers help clients with financial planning, investment management, insurance, estate planning and tax preparation. But our job is to encourage clients to handle wealth for God’s purpose.”Some faith-based advisers instruct clients to avoid debt.
Source: Wall Street Journal March 24, 2017 13:52 UTC