FIDATO WEALTH LLC
Middleburg Heights, Ohio
5.0
1 Review
Fidato Wealth LLC, based out of Middleburg Heights, OH, is a prominent investment advisory firm specializing in providing comprehensive financial services. With a team of 10 dedicated professionals, including 5 experienced investment advisors, Fidato Wealth LLC is committed to helping clients achieve their financial goals. With an impressive average of approximately $1,484,030,000 in assets under management per investment advisor, Fidato Wealth LLC surpasses the industry average, reflecting their expertise in managing substantial portfolios. The firm's compensation structure includes various models, such as a percentage of assets...
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Assets Under Mgmt

$270.69M

Investment Professionals

5

Locations

0

% 401K & Individual

16%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Pension consulting services
Other Business Activities
Insurance broker or agent
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