Rilee Erickson is a registered investment advisor at Fidelis Wealth Advisors, based in Big Piney, WY, with 2 years of industry experience. Rilee operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 332 clients with $250M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fidelis Wealth Advisors charges a percentage of your portfolio's value for investment management services. This fee covers advisory services, trade entry, investment supervision, and account maintenance. The fee is calculated quarterly in advance, though some contracts charge at the end of the quarter. The specific fee is outlined in your Investment Advisory Agreement, with a maximum fee of 1.50%. A minimum annual fee of $1,200 ($300/quarter) applies. Fees may be negotiable based on account size and complexity. Clients using the Zoe platform will pay an additional 0.15% platform fee.
Location
Big Piney, WY
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Rilee is an insurance agent for various carriers, holding life, health, disability, and P&C licenses, spending a few hours per week on this activity. Rilee is also a public notary for the State of Wyoming, dedicating minimal time to this.
Employment History
Current Registrations
Fidelis Wealth Advisors
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.