Fidato Wealth LLC
Assets Under Management
$406.5M
Number of Clients
273
Number of Advisors
8
Average Client AUM
$1.5M
AUM per Advisor
$50.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Fidato Wealth LLC provides investment advisory services to individuals and other clients, specializing in asset management and financial planning & consulting. Services include portfolio creation, regular account supervision, and financial plan development encompassing investment, retirement, estate, tax, and insurance planning. They may utilize third-party sub-advisors and do initial due diligence on them.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $25.0M | 0.60% |
| $25M+ | 0.50% |
Fees may be negotiable under certain circumstances. Minimum annual fee of $5,000 for directly managed accounts, but this may be negotiable or waived.
Fee Estimator
For directly managed accounts, fees are based on a percentage of assets under management, as detailed in the fee table. The minimum annual fee for directly managed accounts is $5,000, but this may be negotiable or waived. For held away accounts, the annual fee is 1.00% of assets. Initial consultation fees range from $750 to $25,000, but are waived if the client engages in asset management and financial planning services. Retirement plan consulting fees will not exceed 1.00% of managed plan assets. Clients will also incur transaction charges and may pay holdings charges imposed by the custodian. Donor-advised fund fees are tiered, ranging from 0.10% to 0.65%.
Areas of Practice
Location
7530 Lucerne Dr, Suite 400, Middleburg Heights, OH, 44130