Fiduciary Review Services – 4 Hour Consult – Flat Fee of $199
In this 4 Hour Consultation & Review, we:
- Provide in depth analysis searching for compliance issues.
- Designed for company wide Fiduciary reviews of existing 401k’s.
- Review for conflicts of interest.
- Benchmark your existing fee to industry standards to determine if you are overpaying.
- Review existing investment structure and benchmark to industry standards & peers.
- Review overall financial wellness and best practices.
- Provide a zero obligation consultation service with complete confidentiality.
- Provide professional suggestions aimed at improving any of the areas above, with a focus on eliminating. compliance issues under regulatory requirements.
Reviews are completed by a Registered Investment Advisor with over 40 years of professional investment experience, and a long and successful history of providing only the highest level of fiduciary service to clients.