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Concierge Wealth Management

Efficiencies created by current wealth management technology have opened up substantial savings opportunities to upgrade most existing wealth plans. With new lower fixed fee alternatives to the "one-size-fits-all" percentage on assets wrap fee structure, securing an efficient fee structure in a wealth plan is as critical a decision as asset allocation and investment selection in terms of its impact on financial outcomes.

Our fiduciary review carefully assesses your goals and objectives and structures a customized wealth plan suited to your specific risk tolerance and growth and income goals. We are fully invested in helping our clients reach successful outcomes and though our efficient investment platform we endeavor to help clients achieve higher net returns and higher net income.

Portfolio Management and Expanded Services

Our discretionary approach benefits clients who prefer to appoint an investment professional to manage the everyday investment decisions related to the management of their portfolio. Many of our clients do not have the time or the inclination to actively participate beyond the detailed formation of their investment policy guidelines. A discretionary role is best if you wish to leave the day-to-day management of your investments to a team of disciplined professionals who will implement and actively monitor your investment portfolio in line with your stated objectives.

FLATFEECIO’s suite of services includes simplifying the reporting of complex holdings across multiple client accounts by making them accessible through a single secure portal backed by Fidelity Investments. FLATFEECIO structures tax-aware portfolios
supported by institutional research and harness a variety of portfolio and fixed income analytical tools on the clients’ behalf. Ongoing risk management is defined and matched to each of our clients unique investment profile.

We also partner with clients’ existing legal, accounting, and family office professionals to address our clients multi-disciplinary needs.