Fidere Advisors offers financial planning, portfolio management, insurance advisory, and business advisory services. For clients needing multiple services, Fidere offers family office services. Fidere provides discretionary portfolio advisory services, selecting investments based on the client's financial situation and risk tolerance. Fidere primarily recommends investments in mutual funds. Fidere also offers insurance advisory services, including analysis of existing insurance portfolios. Business advisory services are designed for families with new or existing business assets.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.25% |
| $1000K - $2.0M | 1.00% |
| $2M+ | 0.75% |
These rates are for General Portfolio Management. Separate Account Management fees are: - Under $100,000: 2.00% per year - $100,000 - $249,999: 1.75% per year - $249,999 - $749,999: 1.25% per year - $749,999 - $999,999: 1.0% per year - $999,999 - $4,999,999: 0.85% per year - Over $4,999,999: 0.50% per year. Fees may be negotiable.