Fidelis Financial Planning helps clients build and preserve wealth by offering combined financial planning and investment management services. Using a structured financial planning process, Fidelis evaluates a client's current portfolio, risk tolerance, insurance needs, tax bracket, retirement income, and estate planning goals to create a personalized financial plan and investment strategy. The firm manages portfolios on a discretionary basis, meaning Fidelis makes and executes investment decisions on behalf of the client based on their agreed-upon plan. Fidelis prefers to use low-cost, passively managed mutual funds and exchange-traded funds, often recommending funds from Dimensional Fund Advisors. In addition to comprehensive wealth management, Fidelis offers one-time financial planning projects for clients who do not need ongoing investment management. The firm serves middle-income and high-income individuals, corporate retirement plans, trusts, and businesses.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.20% |
| $1.0M - $3.0M | 0.95% |
| $3M+ | 0.65% |
There is a minimum annual fee of $5,000. Fees apply to the combined total of all accounts managed by Fidelis.