Fidare Wealth Solutions is a registered investment advisor based in New York, New York, founded and wholly owned by Jun Chen. Fidare Wealth Solutions offers personalized investment advisory services, including reviewing client objectives, recommending asset allocation strategies across various products such as stocks, bonds, mutual funds, and annuities, and preparing written investment strategies. Clients can manage their accounts on a discretionary or non-discretionary basis and may impose restrictions on specific securities or sectors. In addition to investment management, Fidare Wealth Solutions provides financial planning consulting services covering risk assessment, investment planning, estate planning, and financial organization. The firm primarily serves individuals and high net worth individuals.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.40% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5M+ | 0.50% |
Fees are assessed quarterly in arrears. Fidare Wealth Solutions has the sole discretion to negotiate lower fees or waive them in individual cases.