Fidato Wealth manages investment portfolios and offers personalized financial planning for individuals, families, and other clients. Fidato Wealth builds customized portfolios using individual stocks, bonds, exchange-traded funds, mutual funds, and other securities. Portfolios are reviewed at least quarterly and rebalanced as needed. Financial planning services cover a broad range of topics including retirement planning, estate planning, charitable giving, education planning, tax strategies, mortgage and debt analysis, and executive compensation. Fidato Wealth also provides retirement plan consulting services to employer-sponsored plans. The firm requires a household minimum of $1,500,000 in investable assets, though exceptions may be made based on complexity and other factors. Fidato Wealth is owned by the Anthony S. D'Amico Trust, the Amy J. D'Amico Trust, Brian Eberhardt, Marissa Beyer, and Lindsay Fiore.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $25.0M | 0.60% |
| $25M+ | 0.50% |
Held away accounts are charged 1.00% annually. Minimum annual fee is $5,000 for directly managed accounts. Fees rarely negotiated.