How does the advisor help clients – Key Takeaways:
FIDELIS INVESTORS, LLC is a leading financial services firm that specializes in providing clients with expert guidance and support when it comes to managing their finances. With years of experience and an expert team of advisors, FIDELIS INVESTORS, LLC is dedicated to helping clients achieve their financial goals and secure their future. As a trusted financial partner, the firm offers a wide range of services to its clients, including wealth management, financial planning, and investment advice. Here are some key takeaways on how the advisor helps their clients:
- Expert guidance and support in managing finances.
- A dedicated team of advisors with years of experience.
- Helping clients achieve their financial goals and secure their future.
- Offering a wide range of financial services, including wealth management, financial planning, and investment advice.
Facts and Insights
Founded in 2005, FIDELIS INVESTORS, LLC has established itself as a leading financial services firm with a strong track record of success and commitment to their clients. The firm is registered with the Securities and Exchange Commission (SEC) and operates as a Registered Investment Advisor (RIA). As of 2021, FIDELIS INVESTORS, LLC manages over $500 million in assets and has a team of experienced advisors who are dedicated to providing clients with personalized and comprehensive financial services.
Assets Under Management, Number of Advisors, and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million+ | 10+ | 16 years |
Financial Services Offered
FIDELIS INVESTORS, LLC offers a range of financial services to their clients, including:
- Wealth Management
- Financial Planning
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Education Planning
Client Types
FIDELIS INVESTORS, LLC caters to a diverse range of clients, including:
- High Net Worth Individuals
- Business Owners
- Families
- Retirees
- Young Professionals
Fees & Compensation
The compensation for FIDELIS INVESTORS, LLC is structured on a fee-only basis, which means that the firm does not receive any commissions for recommending or selling financial products. This ensures that the firm’s advisors always act in the best interest of their clients, without any conflicts of interest. The fees charged by the firm are based on the client’s assets under management and are determined and agreed upon during the initial consultation.
Background
FIDELIS INVESTORS, LLC was founded by a team of experienced financial advisors who saw a need for a client-focused and independent financial firm. With a strong commitment to providing personalized and comprehensive financial services, the firm has evolved into a trusted partner for clients seeking expert guidance in managing their finances. The firm’s advisors have diverse backgrounds and areas of expertise, allowing them to provide clients with a well-rounded and informed perspective on their financial goals.
Financial Advisor Disclosures to Know
As a registered investment advisor, FIDELIS INVESTORS, LLC is required to disclose any conflicts of interest or potential conflicts of interest to their clients. This includes any affiliations with third-party companies or financial products that may be recommended to clients. The firm’s advisors are also required to adhere to a fiduciary standard, which means they must always act in the best interest of their clients.