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Experienced. Efficient. Fixed Fee Fiduciary. Advance From the Past Technology Transforms Industry Fee Model & Expands Services Percentage Advisor Fees Are Now An Expensive Legacy An Efficient Wealth Plan is the New Norm Simplify Your Complex Wealth Picture
The Old % Wrap Fee Problem

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 

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

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 fee.

Welcome to the New Era of  Efficient Wealth Management.Advance From The Past.Don't OverPay For Yesterday.Learn More and Earn More to Do More of What You Love.

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