Elizabeth Lohmeier is a CFA, CFP-designated registered investment advisor at Fidelis Capital, based in Dallas, TX, with 3 years of industry experience. Elizabeth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 179 clients with $1.7B 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 for investment services range from 0.15% and generally do not exceed 1.00%. Fees are negotiable.
Fee Estimator
Location
910 S Pearl Expy, Dallas, TX, 75201
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Fidelis Capital
State Registrations1 state
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