Best Invest

Fearless Solutions, LLC, operating as Best Invest, is a Registered Investment Adviser established in July 2018 by John Fosdick, with a focus on providing investment advice to individuals, high net worth individuals, small businesses, corporations, and retirement plan sponsors. The firm offers asset management, financial planning, and consulting services, emphasizing long-term relationships with clients. Best Invest does not participate in a wrap fee program and offers asset management services tailored to clients' investment objectives and risk tolerance. The firm manages accounts on a discretionary basis, providing services such as fundamental analysis, modern portfolio theory, and technical analysis. Investment strategies include long-term purchases, short-term purchases, trading, speculative trading, income-producing strategies, margin transactions, and option writing. Best Invest uses Charles Schwab & Co., Inc. as the custodian for client accounts. The firm charges tiered asset management fees ranging from 0.90% to 1.50% based on the amount of assets under management. Best Invest does not charge performance-based fees and does not perform side-by-side management. Clients have the ability to impose reasonable restrictions on the management of their accounts. The firm conducts client reviews semi-annually and does not vote proxies on behalf of clients. Best Invest has no disciplinary information to disclose and maintains high ethical standards, including a Code of Ethics and personal trading policies. The firm does not have physical custody of client assets and does not charge advisory fees in advance.