I enjoy taking time off to think. Usually, there is a cigar involved (don’t judge me). A few years ago I started “thinking”; I thought “what if I never left Unisys?” And now I was a highly paid executive with a fat juicy 401k.
I may not have a lot of investable assets to hire a fee-based planner, and I would not be attracted to a commission sales practice either.
So where would I go? Where do high net worth people with little investable assets go? And that is when I decided to change my practice and focus on retainer-based advice without the need for AUM or commissioned products needing to be purchased by the client.
I think other clients will have or have had this “aha” moment and as soon as they find out there is a way to get trusted advice, without having to pony over large sums of cash they probably don’t have or buy products they may not understand, they will take this option.
Every time.
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About Mr. Retainer
Fred Hubler (Mr. Retainer) is an accomplished financial advisor with more than 25 years of success in financial services and technology.
He founded Creative Capital Wealth Management Group and grew the firm to 11 states. The practice focuses on retainer-based wealth management. As Chief Wealth Strategist, Fred works with individuals and families to serve their financial needs and achieve their goals.
Fred is an inspiring speaker with a deep knowledge of market leadership, business development, goal execution, and wealth management.
He is an innovative leader with a keen eye for unique solutions and vast knowledge in alternative wealth creation strategies. He built a framework to allow third-party experts to collaborate with and assist his clients, a practice now spreading throughout the industry. He is also a certified Behavioral Financial AdvisorTM (BFATM).
