Just 1% Could Be the Most Expensive Mistake of Your Financial Life
Watch the 12-minute breakdown exposing how percentage-based advisory fees quietly drain your wealth — and what the top 1% do instead.
$1M+
Lost to hidden fees.
30 Years
of compounding impact.
1%
Seems small. It isn't.
Ready to take action now?
In this eye-opening presentation, you'll discover:
The shocking math: How a "small" 1% fee can cost you over $1 million in lost compound growth over 30 years.
Why your advisor may not want you to know about flat-fee family office services (and how they work).
The exact questions to ask your current advisor to uncover hidden costs and conflicts of interest.
How to structure your wealth management to keep more of what you've earned — legally and strategically.
Schedule a Strategy Session with Our Founder
Answer 4 quick questions to determine if our family office approach is right for your financial situation. If we're a match, you'll schedule your complimentary strategy call on the next page.
Takes 90 seconds. No obligation. 100% confidential.
★ Exclusively for families with $1M+ in assets.
🔒 100% confidential consultation.
✓ Fiduciary commitment
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At Advanced Wealth Management, we go beyond traditional financial services to offer you a comprehensive and tailored approach to managing your investable assets. We understand that your financial well-being is a top priority, and we’re here to provide you with the best-in-class investment management. Our commitment to your financial success includes ongoing discretionary management of your investable assets. We’ve partnered with Charles Schwab to ensure that your assets are held securely and professionally. Our investment strategy is built on simplicity, cost-effectiveness, and alignment with your unique financial goals. Advanced Wealth Management, LLC (“AWM”) is a Florida Registered Investment Adviser located in Sarasota, Florida. Investment advisory services offered on a negotiated flat fee amount annually or fee basis through AWM. AWM has selected Charles Schwab & Co., Inc. (“Schwab”) as primary custodian for our clients’ accounts. Member SIPC. AWM and Schwab are not affiliated. These materials have been independently produced by Advanced Wealth Management, LLC (“AWM”). AWM is independent of, and has no affiliation with, Charles Schwab & Co., Inc. or any of its affiliates (“Schwab”), Schwab is a registered broker-dealer and member SIPC.
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