Fidelis Capital Partners offers investment management, financial planning, and sub-manager selection. They also provide business consulting and planning services. Fidelis uses quantitative, fundamental, technical, and economic analysis to determine investments. Clients can place restrictions on investments. Fees are negotiable and vary.
Assets Under Management$1.7B
Clients179
Advisors14
Avg. per Client$9.3M
Avg. per Advisor$120M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees for investment services range from 0.15% and generally do not exceed 1.00%. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...