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Scale

Starting at

$125

/mo

Ideal for annual income of $125,000+

Custom Investment Strategy for 0.75% of AUM Annually
Cash Flow Plan
Budgeting
Wealth Map
Dedicated Success Team
Unlimited Calls
Unlimited Meetings
Fjell App
Exclusive Content
And More

Altitude

Starting at

1%

AUM

Choose Altitude

Ideal for $500,000+ in assets

Custom Investment Strategy
Retirement Plan
Risk Review
Tax Planning
Dedicated Advisor
Dedicated Success Team
Unlimited Calls
Unlimited Meetings
Fjell App
Exclusive Content
And More

Still Unsure?

Give us a call

Learn more about how Fjell works and how we can help you.

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Tired & Rich

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Benefits
Team
Plans

Benefits
Team
Plans

Choose Scale

Email Address *

Name *

Phone *

Have you worked with a financial advisor before? *YesNo

Income *

USD

What would you say is your yearly household income?

Investable Assets: Tell us about your assets so we can best assign services to your specific needs. *Less than $250k$250k-$1m$1m-$2.5m$2.5m-$5m$5m-$10m$10m+

What was the reason for reaching out to us and why is now the right time? *

How did you hear about us? *Your networkLinkedInOther social mediaMagazineOther

Find a time that is convenient for you to talk with one of our advisors.

Choose a time here.

The first call will last about 30 minutes. If we are a good fit - we'll keep moving forward.

Please do not fill in this field. Please do not fill in this field.

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