Fidato Wealth provides investment advice and financial planning to individuals, families, and other clients. Services include creating and managing investment portfolios with stocks, bonds, ETFs, and mutual funds, as well as financial planning covering retirement, estate, tax, and education planning. Fidato Wealth also utilizes third-party investment advisory firms to aid in the implementation of an investment portfolio.
Assets Under Management$410M
Clients273
Advisors8
Avg. per Client$1.5M
Avg. per Advisor$51M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $25.0M | 0.60% |
| $25M+ | 0.50% |
For held away accounts, the fee is 1.00% of assets. The firm's advisory fees will not exceed 1.50%. The minimum annual fee for directly managed accounts is $5,000, but this may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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