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/PRNewswire/ -- Fidelis Capital, an advisor-owned wealth management firm that provides a superior private banking experience, announces that one of the largest...
The five-person BofA team brings 70+ years of collective experience serving wealthy clients, family offices and institutions to the year-old Fidelis
Fidelis Capital, an RIA, said Tuesday that team overseeing $4.5 billion at Bank of America Private Bank has joined the firm.
The decision by Fisher Investments to relocate due to high taxes reflects a trend of firms moving away from high-tax municipalities.
Fidelis hopes to bring private banking services to the independent space, at a time when the big institutions are cutting back on these resources.