Fideleon Wealth Advisors offers personalized portfolio management and specialized financial planning services for individuals, families, and business owners. Fideleon Wealth Advisors helps clients build and monitor investment portfolios aligned with their goals, time horizon, and risk tolerance, typically operating on a discretionary basis. Beyond traditional investment management, Fideleon Wealth Advisors provides targeted advisory services for business owners and prospective buyers—covering cash flow, valuation analysis, startup planning, and exit strategies—as well as specialized consulting for real estate investors analyzing property acquisitions, cash flow, and financing. Fideleon Wealth Advisors also operates as a fiduciary, legally required to act in your best interest. Clients can hire Fideleon Wealth Advisors for standalone planning projects or subscriptions without needing to use their investment management services.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3M+ | 0.60% |
Fees are negotiable. Accounts accepted below the $500,000 minimum may be subject to a $5,000 minimum annual fee.