FIDELA WEALTH

Overview

Fidela Wealth is an independent registered investment adviser operating as a limited liability company that serves individuals, families and institutional clients. The firm combines financial planning with discretionary portfolio management, offering both individual/small business and business/institutional advisory services. Its fee structure is flexible — charging a percentage of assets under management alongside hourly and fixed-fee engagements — which suits both ongoing advisory relationships and project-based work. Investment activity centers on pooled public funds and mutual funds as the primary vehicle, but the firm also allocates to a range of alternative strategies. Fidela Wealth does not identify as an ESG-focused investor. It manages all reported assets on a discretionary basis and does not present itself as a capital allocator or a pension consultant.

Assets & Accounts

Investments & Alternatives

Location & Offices