Fee Change Notice

This week’s article is so short I’m not even putting a timer on it! 

The only thing to cover is to let you know our annual flat fee will be increasing to $12,000 effective for any new client coming on board on or after July 1st this year. 

As a reminder, our annual flat fee is based on our knowledge, experience and service model. It has nothing to do with how much we charge on your assets and/or net worth (I know one “flat fee” advisor who charges with a combination of income and net worth). Also, there are no sales commissions coming my way from things like the sale of annuities, life insurance, or REITs. 

And our flat fee covers REAL financial planning AND investment management. I can’t do away with the fees investment companies charge, but we do not charge a separate fee to manage those assets. 

While other flat fee advisors out there seem to be racing to have the lowest fee, I know my value and that I have been undercharging, hence the change. I will let the others chase the Walmart model of making it up with volume, not that there is anything wrong with Walmart. I’m more of a Meijer guy as I used to live in Greenville, MI, where Meijer was founded😊

 As a wrap-up, the flat fee for any new clients to Forward Thinking Wealth Management as of July 1, 2025 will be $12,000.