Analysts at Facet Wealth Management expect mid-cap U.S. stocks to see gains as earnings surprises boost investor sentiment, particularly in manufacturing and logistics sectors. Price momentum supports trend continuation into Q But, what makes a good financial advisory company? The best ones offer comprehensive services, ranging from investment management to financial planning, all for a low fee. The good news is that you can now find nearly any type of advisor that you would like, from those offering traditional, in-branch services to those that are completely online and automated. Unlike traditional RIAs that charge a fee based on assets under management, Facet uses a flat subscription model. It offers three pricing tiers ranging from $2,100 to $7,600 annually, with tax prep included at every level but with different scopes of service depending on the tier. Jones argues that this approach has resonated most strongly with mass affluent and younger households, a demographic segment increasingly wary of percentage-based fees. Facet Wealth Management’s global outlook forecasts the MSCI World Index to grow 4% in the next six months, assuming geopolitical tensions remain contained and central banks maintain gradual tightening.
