Assets Under Management
$406.5M
Number of Clients
273
Number of Advisors
8
Average Client AUM
$1.5M
AUM per Advisor
$50.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
Fidato Wealth LLC specializes in asset management and financial planning & consulting services for individuals, families, and other clients. They create tailored portfolios and provide ongoing financial planning services based on client needs and goals. The firm may refer clients to third-party professionals and utilizes sub-advisory services.
| Assets Under Management | 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% |
Fees may be negotiable under certain circumstances.
7530 Lucerne Dr, Suite 400, Middleburg Heights, OH, 44130