Fidelis Financial Planning helps clients build and preserve wealth through financial planning and investment management. Fidelis creates personalized financial plans based on a six-step process, analyzing clients' portfolios, risk tolerance, and financial goals. Fidelis also offers discretionary investment management services, making investment decisions based on the client's Investment Policy Statement. Fidelis uses Focus Partners Advisor Solutions, LLC (FPAS) as a sub-advisor.
Assets Under Management$140M
Clients149
Advisors2
Avg. per Client$950K
Avg. per Advisor$71M
www.facebook.com/p/fidelis-financial-planning-l... ·www.linkedin.com/company/fidelis-financial-plan... ·fidelisfp.com
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$3,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.20% |
| $1.0M - $3.0M | 0.95% |
| $3M+ | 0.65% |
Minimum annual fee of $3,000. In some cases, services provided by FPAS are paid indirectly to FPAS through mutual fund administration fees, and in these cases, the Fidelis fee is lower.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...