Services & Advisory Relationships
I help clients build financial security through disciplined investing & comprehensive financial planning.
Advice Built Around Your Financial Life
Every financial situation is different. Some people need help building a comprehensive financial plan. Others primarily want professional investment management and ongoing advice.
At Fidelis Financial, I offer both. You can engage me for financial planning, investment management, or a combination of the two, depending on what makes sense for your situation.
My goal is to provide clear, thoughtful advice that helps you make wise decisions with your money and pursue what matters most to you.
Financial Planning
A Clear Plan for the Road Ahead
Financial planning brings the different pieces of your financial life together. I help you understand where you are today, identify opportunities and risks, and develop a practical strategy for the years ahead.
Planning can include:
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Cash flow and spending
Debt management
Insurance and risk management
Financial plan development and implementation
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Retirement income and wealth planning
Social Security and pension decisions
Long-term care planning
Major financial decisions and life transitions
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Education funding
Estate and legacy planning
Charitable giving
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Tax planning and income timing
Charitable giving strategies
Small business financial planning
Planning for business growth, succession, and long-term goals
Planning Engagements
Financial planning is offered on a flat-fee basis, typically ranging from $1,500 to $5,000, depending on your situation's scope and complexity.
You do not need to have your investments managed by Fidelis Financial to engage in financial planning.
Investment Management
Professional Management with Ongoing Advice
Investing is about more than selecting investments. I manage portfolios with a disciplined process designed around your goals, risk tolerance, time horizon, tax situation, and broader financial plan.
Investment management clients receive ongoing portfolio management and financial advice as their circumstances change.
Your Investment Management Relationship Includes:
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Personalized portfolio construction
Regular monitoring and rebalancing
Risk management and stress testing
Ongoing investment oversight
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Tax-efficient portfolio design
Asset location
Tax-conscious investment decisions
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Regular review meetings (based on relationship tier)
Retirement and cash-flow guidance
Ongoing financial planning
Advice as your goals and circumstances change
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Tax planning and income timing
Charitable giving strategies
Small business financial planning
Planning for business growth, succession, and long-term goals
Advisory Fees
Fidelis Financial offers investment management through a tiered assets-under-management fee structure. Alternative flat-fee arrangements are also available.
Clients who complete an initial financial plan with Fidelis Financial receive ongoing planning updates and financial advice included in the AUM fee.
| Assets Under Management | Advisory Fee |
|---|---|
| $ 0 - $ 49,999 | 1.50% |
| $ 50,000 - $ 124,999 | 1.25% |
| $ 125,000 - $ 249,999 | 1.15% |
| $ 250,000 - $ 499,999 | 1.10% |
| $ 500,000 - $ 999,999 | 1.05% |
| $ 1,000,000 - $ 2,499,999 | 1.00% |
| $ 2,500,000 - $ 4,999,999 | 0.90% |
| $ 5,000,000 + | 0.75% |
Let’s Talk
You do not need to have everything figured out before reaching out.
If you are facing a financial decision, preparing for the next stage of life, or simply want a second set of eyes on your financial picture, I would be happy to talk.
INTERESTED IN MORE INFORMATION?
I would love to work with you!
Step 1: Schedule a call
Step 2: Build Your Plan
