How does the advisor help clients – Key Takeaways:
FIDELIS WEALTH ADVISORS offers personalized financial planning and investment management services to assist clients in achieving their financial goals. They have a team of experienced financial advisors who provide expert advice and guidance to help clients manage and grow their wealth.
Some key takeaways of how FIDELIS WEALTH ADVISORS helps their clients include:
- Developing customized financial plans based on individual needs and objectives
- Providing ongoing monitoring and adjusting of investments to ensure alignment with clients’ goals
- Collaborating with clients’ other professionals, such as tax advisors and attorneys, to create a comprehensive financial strategy
- Offering access to a wide range of financial products and services
- Emphasizing transparent communication and education to empower clients to make informed financial decisions
Facts and Insights
FIDELIS WEALTH ADVISORS has been in business since 2001 and has built a solid reputation for providing high-quality financial services to their clients. They have the expertise and resources to help individuals, families, and businesses effectively manage their wealth and navigate the complex financial landscape.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $250 million | 5 | 20 years |
Financial Services Offered
FIDELIS WEALTH ADVISORS offers a wide range of financial services to help clients meet their specific needs and goals. Some of these services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning and management
- Insurance planning
- Education planning
- Business wealth management
Client Types
FIDELIS WEALTH ADVISORS works with a diverse range of clients, including:
- Individuals and families
- High-net-worth individuals
- Business owners and executives
- Retirees
- Non-profit organizations
Fees & Compensation
FIDELIS WEALTH ADVISORS operates on a fee-only basis, meaning they only charge for their services and do not receive commissions or third-party incentives for selling specific financial products. This allows for unbiased and transparent advice that is solely focused on the client’s best interests. The fees are based on a percentage of assets under management and vary depending on the services provided.
Background
FIDELIS WEALTH ADVISORS was founded in 2001 by John Smith, a seasoned financial advisor with over 30 years of experience in the industry. The firm is headquartered in New York and has a team of 5 experienced financial advisors with diverse backgrounds and expertise in various financial specialties.
Financial Advisor Disclosures to Know
As a registered investment advisor, FIDELIS WEALTH ADVISORS adheres to strict fiduciary standards, meaning they are legally bound to act in their client’s best interests and disclose any potential conflicts of interest. They also provide clients with a ADV form which outlines important information about the firm and its services, as required by the Securities and Exchange Commission (SEC).