As a dedicated fiduciary, my goal is to prioritize your best interests. This is why I adopt a flat-fee structure, aligning my incentives with your financial success. With over 17 years of experience, I've seen how the traditional AUM model often benefits advisors more than clients. A flat-fee approach ensures transparency and fairness, allowing you to keep more of your hard-earned money.
Why Flat Fees? Flat fees are tied to the work performed, not the size of your investment portfolio. This model empowers you to add to your investments without worrying about increased fees. Controlling costs is one of the easiest ways to improve your financial health.
Comprehensive Services: All financial advisors offer similar services: financial analysis, savings strategies, spending reduction, portfolio risk adjustments, tax planning, and estate management. The key differentiator is the cost of these services.
Fee Structure: My fee is straightforward: $10,000/year, $2,500/quarter, or $883.33/month. Plus, the only fee increase you will ever experience will be the Consumer Price Index annual inflation adjustment.
The Problem with Traditional Models: Traditional advisors often have high overhead costs for lavish offices, numerous staff, and substantial owner profits, leading to higher fees for you. These costs can significantly impact your investment returns over time.
The Benefits of Lower Fees: Imagine saving $5,000, $10,000, or even $20,000 annually in advisory fees. Over a decade, this could add up to $50,000, $100,000, or $200,000, which can be reinvested to grow your wealth.
My Commitment to You: I streamline processes, reduce unnecessary expenses, and focus on providing personalized attention. My mission is to be your advocate, guiding you through life's financial ups and downs, ensuring your money is well cared for, and helping you achieve your goals. You pay less in fees and receive more dedicated advice.
Choose wisely and invest in a financial partnership that truly benefits you.