Hot Deal

FLAT FEE CIO Transforms Industry Pricing Model and Expands Suite of Affluent Wealth Management Services
Update Your Legacy Adviisor Fee Structure and Unlock Your Potential for Higher Net Returns and Higher Income in 2020
Advance from the Past with Our SMARTFIXEDTM  Full Service Wealth Management Service and Unlock Your Potential for 20% Higher Net Income in 2020!



Schedule a Fiduciary Review of Your Current Wealth Plan and Unlock Your Potential to Save Tens of Thousands of Dollars Year after Year.



In the course of Flat Fee CIO’s comprehensive fiduciary review, it may be determined that simply replacing the old asset-based percentage fee with our lower fixed annual fee on the current investments can save tens of thousands of dollars each year. Other details in the review may reveal further opportunities to reduce or eliminate additional underlying product costs that can increase the total ongoing annual investment management expense.
Contact Information
phone: (833) 352-8246
Offer Valid: January 8, 2020February 29, 2020
Greenville-Pitt County Chamber of Commerce

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