Karley Fidani is a registered investment advisor at Fidelis Wealth Advisors, based in Castle Rock, CO, with 1 years of industry experience. Karley 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
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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
20 N Wilcox Street, Suite 106, Castle Rock, CO, 80104
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Fidelis Wealth Advisors
State Registrations1 state
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