FIDERE ADVISORS

Overview

Fidere Advisors is an independent, individually owned registered investment adviser operating as an LLC. The firm serves both individual and family clients as well as institutional accounts. Its advisory offering blends financial planning and portfolio management for individuals and small businesses with pension consulting, publication of newsletters/periodicals, and educational seminars or workshops. Fidere also operates as an insurance broker, a capability that appears to complement its use of annuity and other insurance-linked products. The firm’s fee model is flexible: it charges based on a percentage of assets under management and also employs hourly, subscription, fixed-fee and other arrangements. Fidere is not positioned as an active ESG investor, does not identify as a multi-state adviser, and does not act as a capital allocator to third-party funds on its own behalf. The firm lists affiliations with another investment adviser and an accountant.

Assets & Accounts

Public Holdings

Investments & Alternatives