Fidare Wealth Solutions LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Fidare Wealth Solutions provides investment advisory and financial planning services to individual and high‑net‑worth clients through managed accounts and written financial plans, covering investments such as cash, stocks, mutual funds, bonds and annuities. The firm offers asset‑based portfolio management alongside separate or project‑based financial planning and hourly consulting engagements.
The adviser tailors recommendations to each client’s objectives, time horizon and risk tolerance, employing asset allocation, dollar‑cost averaging, technical analysis and both long‑ and short‑term trading as appropriate, with at least quarterly account reviews. Fidare also emphasizes tax considerations in its strategies and directs clients to consult tax professionals as part of ongoing portfolio management.
Fidare is structured and operated effectively as a solo practitioner, with a single principal/IAR running a small client roster and concentrated AUM, which is uncommon among supported firms of its peer group. The firm’s owner holds multiple professional credentials and an insurance license and discloses the occasional sale of commissionable insurance products (up to 30% of the owner’s time), suggesting additional planning capabilities such as divorce‑related financial analysis and retirement‑plan fiduciary advice alongside its investment management.
Client services
Expertise
Occupation focus
Fee options
$1,000 to $10,000 per project
$0 - $500,000: 1.40% $500,001 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.80% $5,000,001+: 0.50%
$500 per hour
Account minimum: $500,000
Main office
136 Madison Avenue, 6th Floor
New York NY 10016
Advisors at this office
2
Most active in
New York
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Jun C
Series 66
New York, NY
Fidare Wealth Solutions LLC
Jun Chen is a financial advisor at Fidare Wealth Solutions LLC with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Fidelity Investments and Northwestern Mutual Investment Services LLC. Chen is also licensed to sell various insurance products. Fidare Wealth Solutions provides investment advisory and financial planning services to individual and high-net-worth clients through managed accounts and written financial plans. The firm offers asset-based portfolio management along with separate or project-based financial planning and hourly consulting engagements.
Eustache C
CFP®, Series 63, Series 65
New York, NY
Fidare Wealth Solutions LLC
Eustache Clerveaux is a CFP®-certified financial advisor with four years of industry experience, currently serving as the sole advisor at Fidare Wealth Solutions LLC. His prior experience includes roles at J.P. Morgan Securities LLC, Hudson Financial Group, and Morgan Stanley. He is a board member and treasurer of the Public-Private Alliance Foundation. Fidare Wealth Solutions is an independent advisory firm providing discretionary investment management and financial planning services to individuals and high-net-worth clients. The firm focuses on tailored investment approaches based on client objectives, employing techniques such as dollar-cost averaging and technical analysis.
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