Media and White Papers
FLATFEECIO As Seen in Kiplinger
FLATFEECIO profile as an experienced fiduciary offering concierge wealth management services to affluent investors for a low fixed annual fee.
The Digitally Supported, High-Touch Concierge
Optimization becomes transformation in the wealth management industry. By Darrin Courtney
WhitePaper: The Evoluton of Advisor Fees
Advancements in Wealth Management Have Ushered In A New Low Fixed Fee Alternative To The 30 Year Old Percentage On Assets Fee Structure
What Makes a Financial Advisor a 'True' Fiduciary?
The ability to act in clients’ best interests without limitation is one of the main reasons for the ever-increasing growth of the independent space. By Mindy Diamond