Fidelis IM
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$220,863,264
This total excludes 29 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
246
26% high-net-worth
Advisors
1
of 3 employees
Firm type
Supported
1-4 advisors or >$200M in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
246
Very HighAverage account size
$897,818
About
FIDELIS iM provides discretionary investment management, financial planning, and retirement plan services to individuals, trusts, estates, endowments, institutions, and employer-sponsored plans. The firm manages internally developed model portfolios and also administers defined contribution and defined benefit plans, and it offers occasional educational workshops for clients and plan participants.
The firm follows a passive, strategic asset-allocation approach that emphasizes low-cost ETFs and index mutual funds to build globally diversified portfolios, and it uses Morningstar tools to research and monitor its optimized allocations. FIDELIS iM generally avoids new investments in individual equities and actively managed funds, operates under discretionary trading authority, and requires client accounts to be custodied at Schwab Advisor Services or Broadridge/Matrix.
Compared with many supported firms, FIDELIS iM is notable for the scale of assets and client relationships per adviser: the brochure shows roughly $306 million in discretionary AUM managed by a single adviser across about 246 client relationships, which is uncommon among peers. The firm also discloses hypothetical model performance and presents performance results in its materials—practices that are relatively rare among similar supported advisors.
Client services
Financial planning
Portfolio management
Retirement planning services for qualified plans (401k, 403b)
Retirement planning services for qualified plans (401k, 403b)
Expertise
General retirement planning
Passive / index investing
Retirement plans for business owners (SEP, solo 401k)
Fee options
Maximum of 1.00% annually on total assets under management
Account minimum: $500,000 Minimum fee: Minimum annual fee of $3,000 applies to qualified plans, SIMPLE IRAs, and SEP IRAs
Main office location
Fidelis IM
2950 E. Barnett Road
Medford OR 97504, United States
Number of offices
1
Most active in
Fidelis IM has reported serving >5 clients in these states in the last 12 months.
California · Nebraska · Oregon
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.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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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.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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