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Dynamic risk management at a low(er) cost


More risk management. Lower fees.

Looking for ways to add more risk management to your clients’ portfolios while keeping fees in check? As your partner in wealth management, we’re here to help.

From now until August 31, 2024, we’re waiving FPI management fees on the portion of all new accounts invested in our QFC strategies. No minimums. No conditions.

QFC strategies: A smart choice

Our QFC strategies stand at the forefront of dynamic, risk-managed investment solutions. With over 100 suitability-based core and explore strategies—including principled-investing strategies, leveraged and inverse options, and turnkey portfolios—your clients can find the perfect fit for their investment goals.

Each strategy uses our dynamically risk-managed Quantified Funds and is designed to manage risk at multiple levels: within the Quantified Funds, among the funds in the QFC strategies, and across the strategies in our multi-strategy solutions.

Your adviser fees remain intact

While we waive our management fees, your advisory compensation is not impacted—providing a win-win situation for both you and your clients.


Terms of the offer

  • Applicable from June 1, 2024, to August 31, 2024.

  • Available on the portion of all new accounts invested in our QFC strategies. Not valid for existing account registrations or strategy changes.

  • No minimum account requirement. Accounts under $25,000 will be charged a small setup fee.

  • Advisers can still charge their standard fees.

  • FPI will continue to receive its sub-advisory fees from its affiliated funds.

  • The waived rate is locked in for the life of the account.

  • Available only on Axos/Strategic Solutions accounts.


Don’t wait

This limited-time offer is an excellent way to provide your clients with dynamic, risk-managed investment solutions at an outstanding value. To learn more or to discuss how our QFC strategies can help your clients progress toward their financial goals, please schedule a meeting with your regional business consultant.

Flexible Plan Investments (FPI) has been offering financial advisers and their clients access to the latest in risk-managed investment solutions for over 40 years. The firm has been recognized for excellence in investment management and customer service.

FPI is a leader and innovator in the creation of dynamically risk-managed investment strategies, helping investors achieve competitive returns, while working to reduce investment risk. As FPI’s founder and president, Jerry Wagner, proudly says, “Managing the non-traditional is our tradition.”


Inherent in any investment is the potential for loss as well as profit. A list of all recommendations made within the immediately preceding 12 months is available upon written request.