Fidelium Investment Advisers (FIA) provides financial planning and investment management services. Financial planning covers goal identification, budgeting, taxes, insurance, investments, and estate planning. FIA manages investments using individual stocks, bonds, mutual funds, and exchange-traded funds, tailoring portfolios to a client's risk profile and goals. FIA primarily focuses on asset allocation and investment consistency, diversifying across investment styles, geographies, and asset classes.
Assets Under Management$14M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$14M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $500K | 0.90% |
| $500K - $1000K | 0.78% |
| $1.0M - $2.5M | 0.69% |
| $2.5M+ | 0.54% |
Fees are negotiable. Loyalty and Family & Friend discounts are available. Minimum Friend & Family rate is 0.42% unless account is > $10 million.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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