Flat Fee CIO
Information by Research TrustFinance
Flat Fee CIO, LLC is a fee-only, fiduciary investment advisory firm registered with the State of Wisconsin. Founded by Michael G. Miller, CFA, CFP®, the company's mission is to provide objective, high-quality financial planning and investment management services without the conflicts of interest associated with traditional assets under management (AUM) fee models. By charging a flat annual fee, they aim to offer transparent and client-aligned advice, acting as a personal Chief Investment Officer (CIO) for individuals and families.
United States
Industry
- Financial AdvisementPRIMARY
- Other Service
Financial