Fellowship Financial Group

Fellowship Investment Advisors, LLC, operating as Fellowship Financial Group, is a registered investment adviser based in Maitland, Florida, established in 2010 by Michael D. Eastham. The firm offers personalized investment advisory services, including portfolio management, selection of other advisers, and financial planning services. They provide discretionary and non-discretionary portfolio management services tailored to clients' needs and investment objectives. Clients may grant the firm discretionary authority to manage their accounts, allowing for customized or model portfolio investments. Fellowship Financial Group primarily advises on equity securities, mutual funds, ETFs, individual bonds, and preferred stocks, with a focus on long-term and short-term purchases. The firm may also recommend other investments based on client goals. They charge an annual fee ranging from 0.5% to 2.0% for portfolio management services, billed quarterly based on the average daily balance. The firm does not participate in wrap fee programs and may recommend IRA rollovers, acting as a fiduciary in clients' best interests. Fellowship Financial Group has over $151 million in client assets under management on a discretionary basis. The firm does not have any material changes to report since their last annual update in March 2024. Clients have the option to use Charles Schwab & Co., Inc. or Fidelity as custodians for their accounts. The firm does not vote proxies on behalf of clients but may offer advice on corporate actions and proxy voting rights upon request. Fellowship Financial Group does not have physical custody of client funds or securities and does not vote proxies on behalf of clients. The firm prioritizes client privacy and maintains strict policies to protect personal information.