FIDERE Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$24,003,853
Clients
36
Advisors
3
of 3 employees
About
Fidere Advisors, LLC serves individuals (including non‑accredited and accredited clients), trusts, estates and institutional entities, providing a mix of financial planning, discretionary portfolio management, family office services, insurance advisory, pension consulting and business advisory. The firm’s service menu also explicitly includes selection of other advisors and the publication of periodicals or newsletters as part of its client offerings.
FIDERE typically provides discretionary portfolio advisory, favoring mutual funds and ETFs and using fundamental analysis while emphasizing a long‑term, strategic asset‑allocation approach; account reviews are performed at least quarterly and representatives meet with clients as needed. Personal financial planning is offered in modular or comprehensive formats to address tax, estate, retirement, investment and insurance planning within an ongoing relationship.
The brochure identifies several features that distinguish FIDERE from many peers: it operates an affiliated media entity (Fidere Media, LLC) and publishes The Life Cycle of Wealth materials and newsletters, and it describes providing educational content and workshops. The firm also provides insurance advisory services and discloses that some representatives are licensed insurance agents (with related commission conflicts disclosed) and coordinates with other outside advisors as part of its family‑office and business‑advisory engagements.
Client services
Expertise
Occupation focus
Fee options
One-time setup fee of $500 (can be waived); Minimum fees as stated for Financial Planning and Business Advisory services
$0 - $999,999: 1.25% annually (General Portfolio Management) $999,999 - $1,999,999: 1.00% annually (General Portfolio Management) $1,999,999+: 0.75% annually (General Portfolio Management) Less than $100,000 - $100,000: 2.00% annually (Separate Account Management) $100,000 - $249,999: 1.75% annually (Separate Account Management) $249,999 - $749,999: 1.25% annually (Separate Account Management) $749,999 - $999,999: 1.00% annually (Separate Account Management) $999,999 - $4,999,999: 0.85% annually (Separate Account Management) $4,999,999+: 0.50% annually (Separate Account Management) $10,000,000 - $50,000,000: 0.60% annually (Family Office Services) $50,000,000 - $100,000,000: 0.50% annually (Family Office Services) $100,000,000+: 0.40% annually (Family Office Services)
$100 - $400 per hour for Personal Financial Planning and Business Advisory services; $200 per hour for research or information gathering
Account minimum: $100,000 for non-accredited individual investors; $100,000,000 for institutional accredited investors (unless waived) Minimum fee: Minimum Portfolio Advisory fee of $1,250 per annum for individual investors, and $12,500 for accredited investors; $5,000 minimum fee for Financial Planning Services for non-accredited individuals; $10,000 minimum fee for Financial Planning Services for accredited investors and entities; $20,000 minimum fee for Business Advisory Services. Fee-only: Advisory fees are separate and in addition to brokerage commissions and other fees; Financial Planning Services fees are fee-only (no commissions)
Main office
13100 Wayzata Blvd, Suite 330
Minnetonka MN 55305
Advisors at this office
3
Most active in
Minnesota
Also doing business as
Fidere · Fidere Advisors · Fidere Advisors, LLC · Rapacki & Co Advisory
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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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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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
Advisors at this firm
Robert N
Series 65
Minnetonka, MN
FIDERE Advisors
Robert Neuman is a financial advisor with FIDERE Advisors in Minnetonka, MN, holding a Series 65 designation and five years of industry experience. Before joining FIDERE, he worked at Boulevard Wealth Management and spent over two decades at Koch Petroleum Group and Marathon Petroleum Co. FIDERE Advisors provides advisory services to individuals, trusts, estates, pension and profit-sharing plans, and small businesses. The firm emphasizes long-term strategic portfolio allocation, primarily recommending mutual funds and ETFs, and offers financial planning, discretionary portfolio management, family-office and business advisory, insurance advisory, and research and valuation projects.
Aaron K
CFP®, Series 63, Series 66
Minnetonka, MN
FIDERE Advisors
Aaron Kolkman is a CFP® professional with 13 years of industry experience, currently serving at FIDERE Advisors since 2021. He previously worked at Boulevard Wealth Management, Inc. for eight years. He is also the sole owner of Fidere Media, LLC, which produces financial education materials and media content unrelated to his advisory work. FIDERE Advisors provides financial planning, discretionary portfolio management, insurance advisory, and business advisory services to individuals, trusts, estates, pension plans, and small businesses. The firm emphasizes long-term strategic allocation with a focus on mutual funds and ETFs, managing approximately $25.7 million in discretionary assets.
Christopher G
CFA®, Series 63, Series 65
Minnetonka, MN
FIDERE Advisors
Christopher Gerber is a CFA charterholder with 43 years of industry experience, currently serving at FIDERE Advisors. His prior roles include positions at Kaplan, Inc., Strategic Wealth Group Registered Investment Advisor, and LPL Financial. Outside of advisory services, he is involved in photography through Beautiful Light, LLC, which he has operated since 2010. FIDERE Advisors serves individuals, trusts, estates, and institutions, offering financial planning, discretionary portfolio management, family office services, and insurance advisory. The firm emphasizes a strategic, long-term asset-allocation approach using fundamental analysis and provides educational content and workshops as part of its client offerings.
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