Fidela Wealth offers investment management and financial planning services to individuals, high net-worth individuals, retirement plans, trusts, estates, charitable organizations, and businesses. Investment portfolios are managed on a discretionary basis using a tactical allocation strategy. Fidela Wealth may recommend Betterment LLC for managed accounts. Financial planning includes investment strategies, retirement planning, tax optimization, and estate planning.
Assets Under Management$54M
Clients64
Advisors1
Avg. per Client$850K
Avg. per Advisor$54M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $4.0M | 0.95% |
| $4.0M - $6.0M | 0.85% |
| $6.0M - $8.0M | 0.75% |
| $8.0M - $10.0M | 0.65% |
| $10M+ | 0.65% |
Fees negotiable for accounts over $10 million.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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