UTOPIA WEALTH MANAGEMENT

Furthermore, Utopia Wealth Management is a fee-only wealth management firm. This means our only source of compensation is in the form of flat fees, hourly fees or a percentage of assets under management. We do not accept commissions, kickbacks, gifts, soft dollars, sales incentive trips or any other payments from third parties. This is what makes us different... We are fiduciaries dedicated to providing fee-only investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client's trusted advisor... Transparency- Fees should be simple and easy to understand. We are a fee-only (no commissions!) firm

Primary location: Coconut Creek United States