Fidelis IM
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$243,739,814
This total excludes 28 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
208
19% high-net worth
Total advisors
1
of 3 employees
Firm size
Supported
1-3 advisors, or $200M+ in AUM
Average clients per advisor
208
Average account size
$1,171,826
Client services
Financial planning
Portfolio management
Retirement planning services for qualified plans (401k, 403b)
Retirement planning services for qualified plans (401k, 403b)
Fee options
$0 - $1,000,000: 1.00% Over $1,000,000+: 0.75%
Account minimum: $500,000 Minimum fee: $2,000 minimum annual fee applies to qualified plans, SIMPLE IRAs, and SEP IRAs Fee-only: Fees based on percentage of assets under management; no commissions indicated
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Fidelis IM
2950 E. Barnett Road
Medford OR 97504, United States
Number of offices
1
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