Fidere, Inc. offers investment advisory services through its Fidere Investment Advisory division. They focus on financial planning, estate management, and insurance services. Fidere typically starts with financial planning, then helps clients implement and monitor their plans. They cater to high-net-worth clients, focusing on capital preservation, income generation, and growth strategies. Fidere also provides estate planning services, particularly for retirement and inherited estates.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.50% |
| $5.0M - $10.0M | 1.10% |
| $10M+ | 1.00% |
Fees are negotiated and generally range between 80 and 150 basis points annually. Fidere may share AUM fees with sub-advisors and other advisors. Clients may choose to pay an additional percentage of AUM for Family Office services, between 0.5% and 3.5% on top of the Investment Management fees.