the 1.75% Lie

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Debunking Myths About Alloy Wealth Management’s Fees

In the world of wealth management, misinformation can spread like wildfire, and unfortunately, some advisors use scare tactics to create doubt about their competitors. At Alloy Wealth Management, we’ve heard the claims: “They charge a 1.75% fee!” Let’s set the record straight and address why this is simply untrue.

What’s the Truth About Our Fees?

Yes, our fee structure allows for charges up to 1.75%. However, here’s the key point: we have ZERO clients currently being charged that amount. The 1.75% figure is a maximum cap, not the standard. In reality, the fees we charge our clients are tailored to their specific needs and circumstances, and they are always transparent.

Why Are Other Advisors Making This Claim?

The claim that we charge 1.75% is a classic example of a scare tactic. Competitors may use this to mislead potential clients into believing Alloy Wealth Management is overpriced. This strategy often involves cherry-picking information or presenting worst-case scenarios as though they are the norm. It’s a manipulative approach designed to instill fear and sway decisions, but it has no basis in the truth about how we serve our clients.

How We Approach Fees Differently

At Alloy Wealth Management, our philosophy is rooted in fairness and transparency. Here’s how we ensure our fees work for you:

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Personalized Fee Structures:

We don’t believe in a one-size-fits-all approach. Your financial situation is unique, and your fees should reflect that.

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No Hidden Costs:

We’re upfront about what you’ll pay. Our clients never encounter surprise charges or unclear terms.

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Value-Driven Services:

Our goal is to provide exceptional value. Every fee you pay contributes to services that align with your financial goals, from customized planning to ongoing support.

Focus On What Really Matters

While others may rely on fear-based marketing, we remain focused on what truly matters: helping you achieve financial security and confidence in retirement. We encourage you to ask questions, compare options, and demand transparency from any advisor you consider. When you do, we’re confident that Alloy Wealth Management will stand out.

The Bottom Line

Don’t let misleading claims cloud your judgment. The idea that Alloy Wealth Management charges a blanket 1.75% fee is simply false. It’s time to look beyond the scare tactics and focus on finding a partner who prioritizes your success. At Alloy Wealth Management, we’re committed to delivering personalized strategies, transparent fees, and the peace of mind you deserve.

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Alloy Wealth Management

Charlotte, NC

Contact Information

North Carolina

13840 Ballantyne Corporate Place
Suite 115
Charlotte, NC 28277

South Carolina

330 E. Coffee Street
Greenville, SC 29601

Mon-Fri: 9:00 AM – 5:00 PM

Toll-Free: (800) 689-3935

Fax: (877) 496-9797

erica@alloywealth.com

Charlotte, NC

Greenville, SC

Insurance services offered through Alloy Wealth Management Inc. Investment advisory services offer through Alloy Wealth Holdings LLC dba Alloy Investment Management. Alloy Wealth Management Inc and Alloy Wealth Holdings LLC dba Alloy Investment Management are affiliated by common ownership. Alloy Wealth Holdings, LLC – DBA Alloy Investment Management is a state registered investment adviser based in North Carolina and South Carolina, and only conducts business in states where it is properly registered or is excluded from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.

The information we provide regarding tax minimization planning is not intended to, and cannot, be used by anyone to avoid paying federal, state, or local municipalities, taxes, or penalties. You should seek advice based on your particular circumstances from an independent tax advisor as tax laws are subject to interpretation, legislative change, and unique to every specific taxpayer’s particular set of facts and circumstances.

Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed insurance and annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Alloy Wealth Holdings LLC – DBA Alloy Investment Management.