Fidelis Im
Medford, Oregon
5.0
4 Reviews
Fidelis Im, a small investment advisory firm based out of Medford, OR, is known for its exceptional track record and personalized approach. With three dedicated employees, including two seasoned investment advisors, Fidelis Im consistently delivers outstanding results for its diverse clientele. The firm's impressive average of approximately $243,680,000 in assets under management per investment advisor surpasses the industry standard, reflecting their expertise in managing substantial portfolios. Fidelis Im's compensation structure is designed to align their interests with those of their clients, combining a percentage of assets ...
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Assets Under Mgmt

$183.31M

Investment Professionals

2

Locations

0

% 401K & Individual

22%

% 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
Portfolio management for businesses or institutional clients
Other: RETIREMENT PLANNING SERVICES FOR QUALIFIED PLANS (401K, 403B)
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