Broker Check
12 March
The Fixed Fee Revolution


Advancing financial technology or "fintech" has ushered in low fixed fee atlernatives to the 30 year old legacy percentage on assets fee structure. In this high impact informational event you will learn:
  • How replacing your legacy percentage fee with a low fixed annual fee can unlock tens of thousands of dollars in savings each year in your current wealth plan.
  • How a 1% annual fee on assets can devour over 30% of your net investment income in retirement each year.
  • How to regain control of your investment management fees along with greater clarity and predictability.
  • How to Advance from the Past and Do More of What You Love!

Date and Time

Thu, Mar 12, 2020

11:30a - 12:30p PST


Brook Valley Country Club

311 Oxford Road
Greenville, NC 27858


Business Conference Room

View on Map

Event Registration

Thank you!

Error processing your request. Please try again at a later time.