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- Custodian
- Charles Schwab & Company · Fidelity/NFS · JP Morgan
- Clients
- Retail
- Platforms
- Beacon value
- Established Date
- 05-17-2024
- Office Locations
- 1
Office Locations
About Fidare Wealth Solutions LLC
Fidare Wealth Solutions is a fiduciary RIA providing personalized financial planning and investment management for individuals, families, trusts, estates, and charitable organizations. The firm focuses on goal-based portfolio construction and long-term, risk-managed growth, with planning spanning retirement income, tax strategy, insurance, and estate/advanced estate planning (including for net worth above $6M). Client assets are custodied at Charles Schwab.
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Owner & Executives
JUN CHEN
Chief Compliance Officer, MANAGING PRINCIPAL
- CRD
- #6091286
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Eustache Clerveaux
--
- CRD
- #6780362
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $14,160,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $14,160,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $14,160,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | $873,642,594 | 12.0% |
| Equity - Exchange | $1,193,978,212 | 16.4% |
| Public Funds | $800,839,045 | 11.0% |
| Municipal Bonds | $1,740,004,833 | 23.9% |
| Corporate - Investment Grade | $2,671,890,267 | 36.7% |
| Total | $7,280,354,951 | 100.0% |