Fidare Wealth Solutions offers investment advice tailored to clients’ needs and objectives, including asset allocation strategies using various investment products. The firm also provides financial planning consulting services covering risk management, investment planning, estate planning, and financial decision-making. Fidare Wealth Solutions provides these services through its Investment Advisory Representatives to accounts opened with the firm.
Assets Under Management$14M
Clients26
Advisors2
Avg. per Client$540K
Avg. per Advisor$7.1M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.20% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $4.0M | 0.70% |
| $4M+ | 0.40% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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