The Flat Fee Revolution™ is offered through our Florida office in Summerfield, serving The Villages and Central Florida.
The Flat Fee Revolution™, home

Disclosures

The government asks us to say this, and to be fair, they have a point.

This website is published by Bruce J. Smith III, an investment adviser representative of The WealthKare Investment Centers (WealthKare.com, Inc.), an SEC-registered investment adviser, 10935 SE 177th Place, Suite 204, Summerfield, FL 34491. “SEC-registered” is a requirement, not a gold star: registration does not imply a certain level of skill or training.

The flat-fee program is currently offered only through our Florida office; other offices use an asset-based fee. The flat fee covers investment management only. Fees and services are described in our Form ADV Part 2A and Form CRS, and advisory services are offered only by written agreement after you receive them. You can also find information about the firm at adviserinfo.sec.gov.

The dollar figures and the calculator on this site are hypothetical examples for illustration only. They are not any client’s account, they do not reflect actual fees or performance, and no one can promise what the markets will return. The calculator’s growth rate is an assumption you choose; it does not include withdrawals, taxes or other costs.

Bruce J. Smith III is also a licensed insurance professional and may receive commissions on insurance products. None of this site is tax or legal advice; please consult your CPA and attorney.

Retain Your Wealth™ and the free guides at InsideYourRetirement.com are published by Elite Wealth Network, Inc., an affiliate of WealthKare under common ownership. The book is yours whether or not you ever become a client.