Sample Client Savings - Medical Professional FLATFEECIO Fiduciary Review Medical Professional with $2,350,000 36 Months Cumulative Savings: $69,240A 44 year old Radiologist has $2,350,000 in assets under management with a Wealth Management Group at a Large National Bank. Her accounts consist of a self-directed brokerage account in her group 401(k) with $450,000, an IRA with a rollover from a previous practice with $600,000 and a Joint Account with spouse with $1,300,000. Her legacy asset-based percentage fee structure at the Large Bank Wealth Management Division was as follows:EXTERNAL ADVISOR FEEAdvisor Fee of .88% on total Assets Under Management of $2,350,000 = $20,680(Dollar Amount of Fee Fluctuates and Grows Directly with Account Value)THIRD PARTY MANAGER FEEThird Party Manager Fee of .50% on total Assets Under Management =$11,750 of $2,350,000 (Dollar Amount of Fee Fluctuates and Grows Directly with Account Value) TOTAL ONGOING ANNUAL FEES (EXTERNAL & INTERNAL) =$32,430 FLATFEECIO Efficient Wealth Plan Upgrade EXTERNAL ADVISOR FEEFLATFEECIO FIXED DOLLAR ANNUAL RETAINER =$7,000 (Dollar Amount of Fee is Fixed and Does Not Grow Directly With Account Value) INTERNAL PRODUCT FEESInternal Fund Expense of .10% on Mutual Fund Alternative =$2,350 on Total Assets Under Management of $2,350,000(Dollar Amount of Fee Fluctuates and Grows with Account Value) TOTAL ONGOING ANNUAL FEES (EXTERNAL & INTERNAL) =$9,350 SAVINGS SUMMARYTOTAL LEGACY FEES (EXTERNAL & INTERNAL) =$32,430FLATFEECIO ANNUAL FEES (EXTERNAL & INTERNAL) =$9,350 RECURRENT ANNUAL SAVINGS =$23,08024 MONTHS CUMULATIVE SAVINGS $46,16036 MONTHS CUMULATIVE SAVINGS $69,240 Hypothetical Client Fee Savings Illustration. Actual Savings Results May Vary. Percentage based advisor and product fees fluctuate which can increase or decrease potential annual and cumulative savings results.