FIDELIS iM is a registered investment advisor based in Medford, Oregon, offering investment management, financial planning, and retirement planning services. Founded in 2012, FIDELIS iM specializes in building globally diversified, optimized portfolios using low-cost exchange-traded funds and index mutual funds. The firm focuses on passive investment strategies and strategic asset allocation to help clients achieve their long-term financial goals. FIDELIS iM manages accounts with the authority to make trades without asking first, basing its strategies on each client's individual risk tolerance, time horizon, and goals. In addition to individual portfolios, FIDELIS iM manages company retirement plans, such as 401(k)s and defined benefit plans, with a focus on low-cost options and compliance for plan sponsors.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Maximum fee is 1.00% on all assets under management. A minimum annual fee of $3,000 applies to qualified plans, SIMPLE IRAs, and SEP IRAs. Fees may be negotiated.