Broker Check


At FLAT FEE CIO, we have the client—and only the client—in mind.

Our mission is to get to know and understand your objectives and goals. We want to help you develop, implement, and monitor a wealth structure that’s efficiently designed to address your unique situation. Our commitment is to utilize all of our resources to help you pursue your goals.

We believe in thinking “out of the box. We are not afraid to challenge conventional wisdom in our approach to investing or replacing expensive legacy fee structures with our efficient wealth plan in order to help protect and preserve your wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.

Commitment to a Fiduciary Standard of Care

Many investment firms claim to be fiduciaries that provide advice that is free of proprietary products and conflicts of interest. But what if many "award winning" firms offering " fully objective advice" then commit you to a 30 year old "One-Size-Fits-All" percentage fee structure that may cost you over 30% of your net investment income each year? 

 Advancements in affluent wealth management technology have fundamentally transformed the industry status quo with an expanded suite of wealth services and ushered in lower fixed fee alternatives that do not grow directly with the growth of your account. In light of readily available fixed fee alternatives, maintaining an exclusive commitment to an old legacy percentage on assets fee structure may not fully satisfy the claim to a fiduciary standard of care.

 Our fiduciary commitment does not end with ensuring our wealth structuring and investment recommendations are in our client's best interest. It also includes maintaining a keen eye on our client's bottom line to help them keep more of their hard-earned returns and valuable income. With FlatFeeCIO’s fixed fee structure, our clients determine when we earn a raise and not each time the markets rise.