FLAT FEE CIO

FLAT FEE CIO FLAT FEE CIO is a fixed fee fiduciary providing concierge wealth management services for a fixed ann

Don't OverPay for Yesterday's Wealth Management Advisor FeeWith a legacy percentage on asset fee your "perfect retiremen...
06/15/2022

Don't OverPay for Yesterday's Wealth Management Advisor Fee

With a legacy percentage on asset fee your "perfect retirement plan" may not be so perfect. Like legacy technology, a legacy fee structure and be very expensive to retain in your current wealthplan.

Today, thanks to advancing financial technology a low fixed fee is rapidly replacing the 30 year old percentage on asset fee that can devour over 30% of your net after tax investment income in retirement.

Our SMARTFIXED™ suite of wealth services expands your wealth services beyond investment management for a low fixed annual fee that does not rise with the market or when you add to your account.

Lower and Lock Your Annual advisory fee and unlock your potential for high net income and higher net returns.

Learn More and Earn More at

Concierge Wealth Management Services for a Low Fixed Annual Fee with Offices in Greenville, NC Wilmington NC and Chapel Hill NC. Fiduciary with 25 years experience. Family Office Services including Trust and Estate and Foundation. Raleigh NC Durham NC Pinehurst NC Charlotte NC

More momentum for our fixed fee wealth management model. More advisors adopting low fixed fees means more clients are be...
04/07/2022

More momentum for our fixed fee wealth management model.

More advisors adopting low fixed fees means more clients are benefiting from updating their wealthplan and unlocking the potential for tens of thousands of dollars in savings each year over 30-yesr old percentage on asset fees.

Some pockets of the financial advisory space are boldly pushing against the popular model of asset-based fees in favor of flat fee models.

Our SMARTFIXED low fixed fee wealth management service is the solution to the problem you didn't know you had.
01/07/2022

Our SMARTFIXED low fixed fee wealth management service is the solution to the problem you didn't know you had.

When you’re charged based on a percentage of your assets, it’s worth asking yourself: Am I paying too much?

You didn't hear about Amazon from visiting retailers at the Shopping Mall.And you won't hear from your bank or broker ab...
11/10/2021

You didn't hear about Amazon from visiting retailers at the Shopping Mall.

And you won't hear from your bank or broker about today's low fixed wealth management fee that can unlock tens of thousands of dollars in savings each year.

Today, our SMARTFIXED full service wealth management solution is transforming financial outcomes for families, foundations, and small business 401(k)s.

Learn More and Earn More at

Concierge Wealth Management Services for a Low Fixed Annual Fee with Offices in Greenville, NC Wilmington NC and Chapel Hill NC. Fiduciary with 25 years experience. Family Office Services including Trust and Estate and Foundation. Raleigh NC Durham NC Pinehurst NC Charlotte NC

Low Fixed Fees are transforming client outcomes across the wealth management marketplace. Learn More and Earn More at fl...
10/07/2021

Low Fixed Fees are transforming client outcomes across the wealth management marketplace. Learn More and Earn More at flatfeecio.com

Investors who don’t want to pay the traditional 1% of assets for financial advice have an increasing number of alternatives.

Address

1021 Red Banks Road
Greenville, NC
27858

Telephone

+18333528246

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