FIDELIS iM manages investments and provides financial and retirement planning. They use low-cost exchange traded funds and index funds to build diversified portfolios. FIDELIS iM manages company retirement plans, helping plan sponsors meet compliance obligations and providing low-cost portfolios to participants. They make investment decisions based on clients' financial situation, goals, and risk tolerance.
Assets Under Management$240M
Clients236
Advisors1
Avg. per Client$1M
Avg. per Advisor$240M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Minimum Annual Fee:$2,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.75% |
Fees may be negotiated if deemed necessary. A minimum annual fee of $2000 applies to qualified plans, SIMPLE IRAs, and SEP IRAs.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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