Desiree Fiktus
Desiree Fiktus is a registered investment advisor at Tidmore Retirement Planning Specialists, based in Beachwood, OH, with 4 years of industry experience. Desiree operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 140 clients with $95M 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 $100K | Included |
| $100K - $1.0M | 1.00% |
| $1M+ | 0.80% |
Clients with assets between $50,000 and $99,999.99 shall be charged our minimum annual fee of $1,000. Fees are negotiable at the discretion of the Adviser, depending on the size and complexity and type of account.
Fee Estimator
Location
2000 Auburn Drive, Suite 200, Beachwood, OH, 44122
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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
Tidmore Retirement Planning Specialists
State Registrations1 state
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