Benjamin Hilyard is a registered investment advisor at Fidelis Capital, based in Bethesda, MD, with 1 years of industry experience. Benjamin 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
7200 Wisconsin Ave, Bethesda, MD, 20814
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Fidelis Capital
State Registrations2 states
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