Richard Simonetti is a registered investment advisor at Fidelis Capital, based in Tampa, FL, with 12 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 232 clients with $2.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable and generally range from 0.15% to 1.00% annually based on the value of assets managed, account composition, and other factors.
Fee Estimator
Location
4221 W Boy Scout Blvd, Suite 730, Tampa, FL, 33607
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Richard co-owns Simonetti Beach Retreat, has 70% ownership in Terraces Trio LLC, and is involved with the Tampa Museum of Art, the Straz Center for Performing Arts, the Tampa General Hospital Foundation, and is a trustee for his nieces' trust. He is also an advisory board member for Forbes Advisor, focusing on general investment information.
Employment History
Current Registrations
Fidelis Capital
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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