A Fee That Actually Makes Sense: Simplifying Financial Guidance with Flat Fee Wealth Management
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Starts at $7,500 Flat Fee Per Year
Delivering on Our Promises: Transparency, Savings, and True Financial Planning
At Advanced Wealth Management, we're committed to simplifying your financial journey and offering transparent, client-centric services. Our minimum flat fee structure starts at $7,500 for an individual and $9,500 for a couple, underscoring our commitment to your financial well-being. When we say we're different, we mean it. Here's what you can expect from us:
What We Offer
Our journey together begins with creating your financial plan, a roadmap for your future decisions. However, as life unfolds and financial markets fluctuate, your plan will evolve. With our ongoing planning and investment management service, we serve as your trusted partner, guiding you through each decision along the way
The Advantages of Our Flat Fee:
Simplifying Wealth Management
One flat fee. No commissions. No percentages. No hidden incentives. No increasing costs as your portfolio grows
Exceptional Value for Substantial Portfolios
While 1% may not appear substantial, for larger portfolios, it often exceeds our $7500 flat fee.
Maximum Objectivity: Fairness in Financial Planning
Charging a percentage fee or working on commissions can lead to potential conflicts of interest for advisors. Our flat fee ensures that all our advice is focused solely on your best interests and tailored to your unique financial situation.