The Blog

In the world of financial planning, the way advisors charge for their services can significantly impact your long-term financial success. While many advisors traditionally use an Assets Under Management (AUM) model, charging a percentage of the assets they manage, the flat fee approach represents a modern evolution in financial advisory services that prioritizes transparency and […]

older

newer

Daybreak Wealth, LLC (“Daybreak”) is a registered investment adviser offering advisory services in the State of Illinois and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Daybreak in the rendering of personalized investment advice for compensation shall not be made without Daybreak first complying with jurisdiction requirements or pursuant an applicable state exemption.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Daybreak, unless otherwise specifically cited. All opinions are subject to change without notice. Material presented is believed to be from reliable sources and Daybreak makes no representations as to another parties’ informational accuracy or completeness. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it. The strategies and/or investments discussed in this material will not be suitable for all investors. The appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives. Past performance does not guarantee future results.

All investments and strategies have the potential for profit or loss. Different types of investments involve higher and lower levels of risk. There is no guarantee that a specific investment or strategy will be suitable or profitable for an investor's portfolio. Asset allocation and diversification will not necessarily improve an investor's returns and cannot eliminate the risk of investment losses."

Tax and estate laws are complex and subject to change. This information is provided for informational purposes only and should not be used for tax preparation or making legal decisions. None of Daybreak Wealth, LLC, nor its affiliates or employees, are in the business of providing tax or legal advice. All information or ideas provided should be discussed in detail with an advisor, accountant, or legal counsel prior to implementation.

The Blog

The True Value of Flat Fee Financial Advisory