Fidelis Wealth Advisors offers personalized investment management, financial planning, and consulting services for individuals, high-net-worth clients, families, and business owners. The firm creates customized investment portfolios using asset allocation strategies across stocks, bonds, and exchange-traded funds. In addition to portfolio management, Fidelis Wealth Advisors provides comprehensive financial planning covering retirement, taxes, estate planning, insurance, cash flow, and education funding. The firm operates with a maximum investment management fee of 1.50% and requires a minimum account size of $250,000, though this minimum can be waived at the firm's discretion.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum annual fee is 1.50%. Subject to a minimum annual fee of $1,200. Fees are negotiable.