The Fixed Fee Revolution is Here! and Has Transformed Personal Wealth Management and Small Business 401(k)s for Substantial Savings

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Name: The Fixed Fee Revolution is Here! and Has Transformed Personal Wealth Management and Small Business 401(k)s for Substantial Savings
Date: May 14, 2020
Time: 11:30 AM - 12:30 PM EDT
Event Description:
 
The Fixed Fee Revolution is Here! 
Today's Efficient Wealth Management is the New Normal



Advancing financial technology has raised impact and priority of updating the legacy percentage on assets fee structure in your current wealth plan with a low fixed annual fee.

Learn how replacing the 30 year old legacy percentage on asset fee structure or "wrap fee" in your current wealth plan and small business 401(k) can unlock tens of thousands of dollars in annual savings year after year.

Under the old percentage on assets fee structure the dollar amount of the fees fluctuate and rise directly with your account values. As a result, each time the markets rise the dollar amount of the fee also rises year after year..

A Low Fixed Annual Fee Changes All of That

Today's Advancing Financial Technology has ushered in a low fixed annual fee to replace the 30 year old percentage on asset advisory fee that can devour over 30% of your net spendable income in retirement.

Low Fixed Fee alternatives in the personal wealth and 401(k) marketplace offer the potential for significantly higher net returns on participant plan balances and higher net income in retirement.

The small business 401(k) marketplace has 
been transformed with a low fixed fee alternative to the multi-layered percentage on asset based fees that can weigh heavily on participant net returns.

This valuable presentation will provide information on the latest developments that financial technology has delivered to the wealth management marketplace and how today's efficient wealth management can help you advance from the past and reveal your potential to capture substantially higher net returns across all of your investments.
Event Media:
Location:
Pitt Greenville Chamber of Commerce
302 S Greene St, Greenville, NC 27834
Main Conference Room
Date/Time Information:
February 13, 2020
11:30 am -1 2:30 pm
Contact Information:
Don Rudolph
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