Fidere Advisors is a registered investment advisor based in Minnetonka, Minnesota, offering comprehensive financial services to individuals, families, and businesses. The firm provides discretionary portfolio management primarily using mutual funds and exchange-traded funds, along with personal financial planning covering tax, estate, retirement, investment, insurance, and cash flow needs. In addition, Fidere Advisors offers family office services for holistic wealth management, insurance advisory, and business consulting including entity structuring and Chief Financial Officer services. Fidere Advisors operates with a focus on long-term strategic asset allocation, putting clients' best interests first.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.75% |
Rates reflect General Portfolio Management. Separate Account Management program rates are also offered, ranging from 2.00% down to 0.50% based on account size.