Trusted Wealth Advisor and Experienced Fiduciary
Flat Fee CIO, founded by Don Rudolph, is a boutique wealth management offering of Founders Financial Alliance, LLC and, provides affluent investors what they need and want most: deep expertise, an expanded suite of services, and proactive account management for a single transparent fixed-dollar annual advisory fee. What makes the firm notably different is its commitment to the fiduciary standard of care that includes implementing fixed-fee alternatives within customized wealth solutions.
FLAT FEE CIO is your Family Chief Investment Officer providing concierge wealth management services for a fixed annual retainer
Through the experienced application of efficient financial services technology, Flat Fee CIO, your Family Chief Investment Officer, offers a fixed-dollar annual retainer with the potential to deliver significant savings over the old asset-based percentage fee structure that has existed unchanged for close to 30 years.
Concierge wealth management firm Flat Fee CIO is something of an industry outlier. In fact, in one very important respect, it’s a 180-degree departure from the norm.
“Investment styles go in and out of favor,” says Don Rudolph, principal of Flat Fee CIO and 25-year veteran of the high-net-worth investing arena. “But advancing technology has fundamentally transformed the industry status quo with an expanded suite of services and lower standard fee thresholds.”
Near the corner of Red Banks and Charles Blvd.