Showing your clients how to manage risk and avoid excessive fees can help them squeeze more earnings out of their investments. Clients don’t have to worry about costs getting in the way of gaining the professional investment management they need. By using Flexible Plan’s turnkey Quantified Fee Credit (QFC) strategies, clients can offset all or a portion of our fees as a credit and still get the benefits of dynamic risk management on their accounts.
Our turnkey QFC strategies use our subadvised Quantified Funds to deliver many of our popular strategies at a net fee that is at least 25% lower than our standard fees.*