How Does FIDELIS ADVISORY SERVICES, LLC Help Clients – Key Takeaways:
FIDELIS ADVISORY SERVICES, LLC is a team of financial experts with years of experience in providing top-notch financial services to individuals and businesses. With their vast knowledge, they have been able to help clients achieve their financial goals and secure their future.
Facts and Insights
Founded in 2005, FIDELIS ADVISORY SERVICES, LLC has over 15 years of experience in the financial industry. The firm is headquartered in New York City and has a team of 10 advisors who are dedicated to providing personalized and comprehensive financial planning services to their clients.
The firm has a total assets under management (AUM) of $500 million, which demonstrates their ability to manage substantial amounts of wealth for their clients. FIDELIS ADVISORY SERVICES, LLC follows a conservative investment philosophy and focuses on long-term growth and wealth preservation.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered
FIDELIS ADVISORY SERVICES, LLC offers a wide range of financial services, including portfolio management, retirement planning, tax planning, estate planning, and risk management. They understand that every client has unique financial goals and needs, and they tailor their services to meet those specific needs.
Client Types
FIDELIS ADVISORY SERVICES, LLC works with a diverse group of clients, including high net worth individuals, business owners, and retirees. They also cater to the financial planning needs of families and institutions, such as foundations and endowments.
Fees & Compensation
FIDELIS ADVISORY SERVICES, LLC follows a fee-only compensation structure, which means they do not earn commissions on any investment products they recommend to their clients. This ensures that their recommendations are solely based on the best interest of the clients.
The fees at FIDELIS ADVISORY SERVICES, LLC are based on a percentage of the client’s assets under management. This gives their clients the peace of mind that their advisor’s interests are aligned with their own, as the advisor’s compensation is directly tied to the performance of the client’s portfolio.
Background
The team at FIDELIS ADVISORY SERVICES, LLC consists of highly qualified financial professionals who have years of experience in the industry. Their advisors hold various certifications such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and Chartered Financial Consultant (ChFC).
FIDELIS ADVISORY SERVICES, LLC is also a member of major financial organizations, including the National Association of Personal Financial Advisors (NAPFA) and the Financial Planning Association (FPA). This showcases their commitment to maintaining high ethical standards and providing quality financial services.
Financial Advisor Disclosures to Know
In compliance with regulations, FIDELIS ADVISORY SERVICES, LLC provides full disclosure to their clients regarding their services, fees, and potential conflicts of interest. They have a strict code of conduct and prioritize transparency in their client relationships.
Overall, FIDELIS ADVISORY SERVICES, LLC is a reputable financial advisory firm that offers comprehensive and personalized services to their clients. With their experience, expertise, and client-focused approach, they have helped numerous individuals and businesses achieve their financial goals and secure their future.