Fidare Wealth Solutions LLC

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Client assets under management

$14,160,000

Clients

77% high-net worth

Advisors

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Very Low

Average account size

$544,615

About

Fidare Wealth Solutions provides investment advisory services and financial planning to individual and high‑net‑worth clients, delivering tailored managed account programs and consulting on topics such as risk management and estate planning. The firm maintains a $500,000 minimum account size and offers one‑time financial plans with the option to purchase additional planning work.

The firm’s investment approach centers on customized asset allocation and may incorporate dollar‑cost averaging, technical analysis, and both long‑ and short‑term trading as appropriate to client objectives and risk tolerances. Client accounts are reviewed at least quarterly, and the firm generally manages assets on a discretionary basis while recommending a primary custodian relationship with Charles Schwab (clients may choose other custodians).

Distinctive features include the firm’s recent establishment in June 2024 and a small operational footprint—approximately $14.16 million in discretionary AUM across 26 clients and a two‑advisor team—which results in a low number of accounts per advisor relative to many peers. The firm’s principal holds CFP, CPFA, and CDFA credentials, also conducts licensed insurance sales (up to 30% of their time, involving commissionable products), and discloses the use of third‑party service providers with AI/machine‑learning components subject to periodic due diligence.

Client services

Financial planning Portfolio management

Expertise

Annuities

Fee options

Percentage

$0 - $500,000: 1.40% annually $500,000 - $2,000,000: 1.00% annually $2,000,000 - $5,000,000: 0.80% annually $5,000,000+: 0.50% annually

Other

Account minimum: $500,000 Fee-only: Fixed fees ranging from $1,000 to $10,000 per project for financial planning services

Main office location

Fidare Wealth Solutions LLC

136 Madison Avenue, 6 Th Floor

New York NY 10016, United States

Number of offices

Most active in

New York

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

LinkedIn Facebook Instagram Website 347-866-3225

Advisors at this firm

Jun C

Series 66

New York, NY

Fidare Wealth Solutions LLC

Jun Chen is a financial advisor with Fidare Wealth Solutions LLC in New York, NY. He holds a Series 66 designation and has 10 years of industry experience. Prior to his current role at Fidare Wealth Solutions, he worked at firms including Fidelity Investments and Northwestern Mutual Investment Services LLC. He is also a licensed insurance agent involved in the sale of various insurance products. Fidare Wealth Solutions is an independent advisory firm serving individuals and high-net-worth clients with discretionary investment management and financial planning services. The firm’s investment approach is tailored to client objectives, focusing on asset allocation, time horizon, and risk tolerance, and employs strategies such as dollar-cost averaging and technical analysis.

Annuities

Eustache C

CFP®, Series 63, Series 65

New York, NY

Fidare Wealth Solutions LLC

Eustache Clerveaux is a CFP®-certified financial advisor with four years of industry experience, currently serving as the sole advisor at Fidare Wealth Solutions LLC. His prior experience includes roles at J.P. Morgan Securities LLC, Hudson Financial Group, and Morgan Stanley. He is a board member and treasurer of the Public-Private Alliance Foundation. Fidare Wealth Solutions is an independent advisory firm providing discretionary investment management and financial planning services to individuals and high-net-worth clients. The firm focuses on tailored investment approaches based on client objectives, employing techniques such as dollar-cost averaging and technical analysis.

Annuities

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