Fidelis Capital provides investment management services through separately managed accounts, recommending combinations of Exchange-Traded Funds (ETFs) based on client objectives. Fidelis also offers sub-advisory services to a private investment fund. Fees and account minimums are negotiated on a case-by-case basis. Clients can choose their brokerage firm.
Assets Under Management$12M
Clients3
AdvisorsN/A
Avg. per Client$4.1M
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$500
Fidelis Capital charges a management fee based on a percentage of the assets in your account. The fees and account minimums are negotiated individually. Fees are paid quarterly, and Fidelis deducts them from your account. You can choose any brokerage firm to hold your assets.
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Location
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