FDI Wealth Management offers investment advice tailored to clients' needs. They provide both discretionary and non-discretionary portfolio management services, along with financial planning and consulting. FDI's investment strategies are based on clients' objectives, risk tolerance, and financial circumstances. They primarily advise on bonds, ETFs, mutual funds, and stocks.
Assets Under Management$220M
Clients343
Advisors3
Avg. per Client$640K
Avg. per Advisor$73M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.35% |
At the firm's discretion, they may combine the account values of family members living in the same household to determine the applicable advisory fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...