Fidere

Overview

Fidere is an independent registered investment adviser organized as a corporation and controlled by an individual owner. The firm focuses on advising individuals and families, charging fees based on a percentage of assets under management. Its advisory services include financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers. Fidere is also described as a capital allocator and maintains business activities that include insurance brokerage and the sale of other financial products. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices