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FLAT FEE CIO is Your Fixed Fee Chief Investment Officer Rescue Your Retirement Income Experienced. Efficient. Fixed Fee Fiduciary. Advance From the Past Technology Transforms Industry Fee Model & Expands Services Percentage Advisor Fees May Now Be An Expensive Legacy An Efficient Wealth Plan is the New Norm Simplify Your Complex Wealth Picture

The Old % Wrap Fee Problem

The 30 Year Old Percentage on Assets Wrap Fee Can Devour Over 1/3 of Your Net Investment Income Every Year

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Hidden % Fees Below the Surface 

Our Fiduciary Review Can Help Reduce Additional Layers of Excess Product and Platform Percentage Fees That Often Lurk Below the Surface

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Our Fixed Fee Wealth Services Solution

An Update to Today's Efficient Wealth Plan Can Help Achieve Higher Net Income In Retirement and Higher Net Returns.

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Affluent investing no longer requires adhering to a 30 year old "one-size-fits-all" asset based percentage fee structure.

Welcome to FLATFEECIO, your Family Chief Investment Officer, providing concierge wealth management services for a low fixed annual retainer.

Technology has ushered in new low fixed annual fee structures and expanded the suite of affluent wealth services

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