Fidelis FS, LLC offers investment management and financial planning services. For investment management, Fidelis can make trades for you without asking in advance, or get your approval before each trade. Financial planning covers topics like wills, trusts, investments, tax planning, retirement, social security, college planning, and debt management. The firm's owner is also a licensed insurance agent, which could create a conflict of interest.
Assets Under Management$2.8M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$2.8M
Fee Structure
Investment management only (planning not offered)
Fidelis FS offers investment management services where they manage your investments for you. The annual fee is a maximum of 2.0% of the total value of your investments. This fee may be negotiable based on factors like the complexity of your investments. Fees are billed either monthly or quarterly.
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