Fidato Wealth

Client Requirements

What do we look for?

At Fidato Wealth, we have client requirements as our goal is to work with those families who will receive significant value from our service, and that all parties find the relationship mutually rewarding.

With these goals, we are very selective about who we work with. We are willing to complete a complimentary assessment so we have adequate time to get to know each other, and mutually determine if there is a good fit as defined by the following:

  1. There is open and positive communication and collaboration.
  1. The client’s goals are obtainable, and they want to accomplish the things that are important to them and their family.
  1. We believe that we can deliver significant and meaningful value to the family through our expertise.
  1. The potential client meets the investable asset level requirement:

Wealth Management Division – $1 Million Minimum in Investable Assets

Investment Management and Advanced Planning With Goal of Enhancing, Transferring, and Protecting Wealth. Wealth Management Requires Greater Emphasis on Estate, Tax, and other Advanced Planning Strategies.

I.    Advanced Wealth Management – $5,000,000 or Greater
II.    Wealth Management – $1,000,000 Minimum

Financial Planning Division – $300,000 Minimum in Investable Assets

Comprehensive Planning on Investments, Retirement, Income Sources, Risk Protection, Tax and Estate- with the Goal of Achieving the Greatest Reliability In Accomplishing Your Goals.

*We are happy to consider an exception to the above minimums for the adult children or immediate family member of an existing client. We reserve the right to make exceptions based upon fit and circumstances.

Our goal is to help the families we work with achieve the greatest degree of financial reliability and prosperity, provide them an indispensable service, and have a lifelong, mutually rewarding experience. Our client requirements allow us to pursue these objectives.

Schedule An Assesment

Are you ready to get started on planning for your future? Fill out our quick form and we’ll get in touch to schedule a meeting.