FIDARE WEALTH SOLUTIONS LLC

Overview

Fidare Wealth Solutions LLC is an independent, single-owner RIA that provides financial planning and discretionary portfolio management services aimed at individuals, families and small-business owners. The firm charges clients through a mix of percentage-of-AUM fees, hourly billing and fixed fees. According to regulatory disclosures, Fidare does not position itself as a capital allocator or pension consultant, is not a multi-state adviser, and does not characterize itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices