SmartFixed Wealth Delivers Savings That Transform
Update Your WealthPlan and Create Substantial Savings That Help You Earn More and Do More Year After Year.
The New Era of Efficient Wealth Management has Launched a Savings Revolution Across the Wealth Services Marketplace. Today, a single low fixed fee, like you pay your CPA, replaces the 35- year-old legacy percentage on asset advisor fee for your Personal Wealth, Trust, and Small Business 401(k).
SmartFixed Wealth is Your New Fixed Fee Fiduciary. Welcome to the Savings Revolution.
SMARTFIXED WEALTH
Why Fixed Fees Matter
Today, maintaining old percentage fee structures in your wealth plan can make or break your retirement income plan.
Have you hired a fiduciary or an unintended heir to your wealth?
Increase your wealth
Legacy percentage on asset fees can devour over ⅓ of your after tax investment income each year
The Hidden Fee Trap
Our SmartFixed ™ Review can uncover high fees that often lurk below the surface. See how much you are losing to hidden fees here
White Glove Service:
One Flat Fee
Affluent investing no longer requires adhering to a 35 year old “one-size-fits-all” asset based percentage fee structure. We tailor your investments to what is in your best interest, not what makes us more money.
Our SMARTFIXED Wealth Management Solution Transforms Private Wealth, Foundations, and Small Business 401(k)s
Unlock your potential for higher net returns and higher net income
Breaking down the percentage “Fee Rex”
The dinosaur that devours
Personal Wealth and Planning
Retirement and Income
Trusts
Partner Quick Links
