A true turnkey solution
Once a client and financial adviser have chosen the turnkey QFC portfolio solution that is most appropriate, the client's job is done. We will take care of the rest—monitoring, rebalancing, and trading the client's account to optimize strategy choices based on market conditions. We even evaluate new strategy additions and remove those that aren’t performing well, with no additional paperwork or hassle.
Delivered for as low as 0%*
Clients don’t have to worry about costs getting in the way of gaining the professional investment management they need. Because these portfolio solutions draw solely from Flexible Plan’s core and explore Quantified Fee Credit (QFC) strategies, we can offset all or a portion of our fees as a credit.
*0% example, on accounts exceeding $100,000 in AUM, pertains to Flexible Plan Investments’ (FPI) portion of the advisory fee after applicable fee credits. FPI will continue to bill the financial adviser’s portion of the advisory fee.