Eustache Clerveaux is a CFP-designated registered investment advisor at Fidare Wealth Solutions LLC, based in New York, NY, with 4 years of industry experience. Eustache operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 26 clients with $14M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.20% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $4.0M | 0.70% |
| $4M+ | 0.40% |
Fees are negotiable.
Fee Estimator
Location
136 Madison Avenue, 6th Floor, New York, NY, 10016
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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 →Employment History
Current Registrations
Fidare Wealth Solutions LLC
Previous Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Morgan Stanley
Morgan StanleyBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations1 state
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