Annual Account Debit Promotion

This offer is valid for Facet Wealth, Inc. (“Facet”) Clients who pay for services on a monthly, quarterly, or semi-annual basis by credit card and switch to pay for services on an annual basis via account debit from their Facet-managed accounts.

In order to receive the $250 reward, Clients must meet the following conditions:

  • Be a current Facet client with funded investment accounts under management.
  • In order to optimize investment accounts, the annual fee may not exceed more than 2% of the account value in order to use account debit for fee billing (i.e. $2,000 fee would require at least $100,000 in assets).
  • Switch from paying fees on a monthly, quarterly, or semi-annual basis by credit card to an annual basis via fees being debited from Facet-managed accounts.

What kind of confirmation of the reward will the client receive?

  • Clients will receive a confirmation when the account is established.  The reward credit will be displayed in the Facet app on the Contributions tab within the accounts page.

What other details do I need to know? 

  • All annual payments for service are non-refundable.
  • The reward must be credited to a taxable Facet account.  If a non-taxable account is opened (for example, a Roth IRA), a new taxable account must be opened for the reward.
  • The reward will be credited to an account that is owned by the same individuals who signed the Facet Planning agreement.  For example, if two individuals signed a Facet Planning agreement, their reward will be credited to a joint tenant account.
  • The reward credit will be deposited directly to the eligible taxable account within 30 days after the annual renewal fee is debited from the Facet-managed accounts.
  • The credited amount will not trigger a 1099 IRS Reporting. 
  • The reward will be invested in the core position initially set upon account opening.  
  • No further investment or trading is required to qualify for the offer. 
  • This offer is nontransferable and limited to $250 per household.
  • Clients are eligible for only one $250 investment reward promotion during any 12 month period.
  • Facet reserves the right to change or end this promotion at any time. 
  • This offer is not valid for non-U.S. Clients. 

© Facet Wealth 2022. All rights reserved. Facet Wealth, Inc. is an SEC registered investment adviser headquartered in Baltimore, Maryland. This is not investment, financial, legal, or tax advice. Past performance is not a guarantee of future performance. Facet shall not be liable for any loss or damage resulting from any delay in effecting instructions or transactions. Facet reserves the right to modify these terms and conditions or terminate this offer at any time. Other terms and conditions, or eligibility criteria, may apply.