Fedeli Financial, LLC offers portfolio management services based on individual client goals, objectives, time horizon, and risk tolerance. FFL creates an Investment Policy Statement for each client, outlining their current situation and constructing a plan to aid in the selection of a portfolio that matches their specific situation. FFL generally limits its investment advice to mutual funds, fixed income securities, real estate funds, insurance products including annuities, equities, ETFs, treasury inflation protected/inflation linked bonds, commodities, non-U.S. securities, venture capital funds and private placements.
Assets Under Management$4.1M
Clients2
Advisors1
Avg. per Client$2M
Avg. per Advisor$4.1M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M+ | 0.75% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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