Fidelis FS provides personalized investment management and financial planning services for individuals and business owners. Fidelis FS designs portfolios based on each client's specific goals, risk tolerance, and time horizon, offering both discretionary and non-discretionary portfolio management. In addition to managing investments, Fidelis FS provides comprehensive financial planning and consulting covering retirement income, taxes, estate planning, insurance, and debt management. Fidelis FS operates as a fee-based firm and does not require a minimum account size to get started.
Assets Under Management$2.8M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$2.8M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Annual fee is a maximum of 2.0% and is negotiable based on investment complexity, objectives, legacy accounts, and household accounts.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...