A Flat Fee Investment Advisor
Eversight Wealth helps people:
- Build diversified portfolios. Personalized guidance prioritizes simplicity, low fund fees, and diversification.
- Create a financial plan. Advice covers retirement planning, portfolio stress testing, insurance, and Roth conversions.
- Save money with a flat fee. One transparent advisory fee regardless of your account size.
This 1-minute video shows how powerful a flat fee can be:
Searching for the perfect portfolio can be a waste of time and short-term dopamine hits can sabotage long-term investment decisions.
On the low cost of inflation protection and environments where TIPS historically outperform Treasuries.
This post evaluates popular sophisticated products marketed to wealthy investors.