We are a full-service investment firm that provides its clients with professional investment management services through the implementation of globally diversified and tactically managed portfolio models and offer our all-inclusive portfolio management at a low annual fee. We have comprehensive service offerings to help you prepare for all aspects of your financial life. Fidelis Wealth can work as your go-to resource for all of your financial decisions.

No. We work with individual investors who have an investment assets and are in need of professional portfolio management. We have more than 20 years experience managing retirement accounts though, and so have a specialty with Fidelity plan participant 403(b) retirement accounts.

At Fidelis Wealth, we want to be your financial partner for life. Whether you’re just beginning your career, coming to the end of it or are anywhere in between, we have investment management solutions for you. Our investment objective is to help you create, grow and preserve your wealth for life’s biggest events. No matter where you are on your professional journey, Fidelis Wealth wants to help you.

As one of our valued clients, you will pay a low annual asset-based fee of 1.25 percent for your employer-sponsored plan accounts (403(b)/401(k)/457) held at Fidelity and/or an annual fee of 1.5 percent for investment portfolio management and all other retirement accounts (IRA, Roth, trust, etc.) held at Fidelity Institutional ®

Fidelis Wealth's annual fee covers all costs, including trading fees. We do not charge additional fees based on account size. Fees are subject to change.

As a fiduciary, we are bound both legally and ethically to act on behalf of our clients best interests, with a duty to preserve good faith and trust. As your investment advisor, we must, at all times, serve your best interest and not subordinate your interest for our own.

We provide our clients direct access to professional, sophisticated portfolio management services for one all-inclusive low annual fee, regardless of the size of the account. Unlike target date funds or firms that implement a “one size fits all” investment strategy approach based on your current age and the age at which you plan on retiring, we provide customized advice and take a more personal approach when investing in your retirement future. By identifying our clients’ investment objectives, their time horizon, risk tolerance and retirement goals, we create a long-term, personalized investment management plan unique to their requirements. We believe the plan participant deserves more than an 800 number when they have questions or concerns relating to their retirement future. At Fidelis Wealth, you are not just a number; you are a long-term relationship.

No. Fidelis Wealth does not have account restrictions associated with a minimum or maximum account value.

You can start working with Fidelis Wealth by calling our office or emailing us at info@fideliswealthmi.com. Fidelis Wealth can accommodate whatever is easiest for you. Get started today.

We provide comprehensive 401(k) management solutions including managing the assets within a 401(k) plan as well as provide continuing, comprehensive employee education programs.

Fidelity Investments (Fidelity) was founded in 1946 by Edward C. Johnson II and today is one of the largest mutual fund company in the world. Fidelity is one of the nation’s top providers of 403(b) retirement savings plans for not-for-profit organizations, including colleges and universities, healthcare institutions, foundations and charitable organizations.

For more than 60 years, Fidelity has been helping 403(b) plan participants reach their financial goals. For more than 20 years, Fidelis Wealth has been working with Fidelity to offer 403(b) management solutions to plan participants in the Metro Detroit area. Their platform is one you can trust, and our portfolio solutions will help to put the Fidelity platform to work for you.

Many investment advisor representatives certainly offer valuable advice, but could lack the time or experience needed to actively manage your individual 403(b), 401(k), or 457 retirement account. Fidelis Wealth has made plan participants their priority and focus. 403(b) participants deserve independent 403(b) specialists managing their retirement plan accounts. We pride ourselves on providing a service that caters to the individual plan participant.

We wholeheartedly support the effort of the individual taking greater control of their retirement assets, but unless you have the time, experience, training and research available, it may make more sense to let a team act on your behalf to handle those responsibilities. Planning for retirement is tough and achieving your retirement goals is a full time job.

We use a combination of email, phone calls, and postal mail to communicate with our clients. Because we work for our clients, we accommodate their needs and preferences for communication.

We believe in full transparency and our entire investment process is explained in detail during our advisor-client meetings. We are always just a phone call away to answer any questions you may have regarding your financial situation. We make every effort to ensure we are available for our clients when and where they need us.

Yes. Once you have established either a Fidelity* 403(b) or Fidelity Institutional ® account (Roth, IRA, trust, individual, etc.), you will need to set up a username and password at the below Fidelity websites. Once you have set up a username and password, you will have access to review your account details at your convenience.