Flat Fee Cio
Financial Advising
Why pick this one
Flat Fee Cio provides full-service wealth management for a fixed annual fee, including fiduciary review, account aggregation, and ongoing investment monitoring.
Best for
- Affluent investors seeking a fixed annual wealth-management fee
- Investors reviewing percentage-based wrap fees and hidden product or platform fees
- Clients needing consolidated account viewing through a Fidelity-backed portal
- Retirement planning involving income distribution and goal-based growth tracking
Specialties
- fiduciary fee review
- fixed-fee wealth management
- income distribution planning
- investment account risk management and monitoring
- goal-based wealth planning
What makes them different
- Charges a fixed dollar annual fee instead of an assets-under-management percentage fee
- Provides a fiduciary review of percentage-based wrap fees and additional product or platform fees
- Aggregates financial accounts into a single secure portal backed by Fidelity Investments
- Includes ongoing risk management and monitoring of investment accounts
- Includes income distribution planning and tracking of goal-based growth objectives
Distilled from this business's own website.
Contact & Location
- Address
- 1021 Red Banks Rd, Greenville, NC 27858-5908
- Phone
- +18333528246
- Website
- http://www.flatfeecio.com/
- donr@flatfeecio.com
Services
- full-service wealth management
- financial planning
- investment account aggregation
- retirement income planning
- investment monitoring