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Fee Structure Plus® With Open Architecture and Personal Advisor

Structures

One of the many exciting features of Fee Structure Plus is the open architecture flexibility of the program. Recently one of our consultants worked with a successful personal injury attorney who settled a case where the attorney’s fee was $2.8 million. The attorney would have incurred a significant $1.1 million income tax consequence if the fee were taken directly in cash. The consultant offered the Fee Structure Plus program. The attorney liked the program but wanted to use his independent financial advisor. The consultant educated him about the open architecture of the FSP program which gave him the opportunity to use his own advisor. He decided to Structure his fee with Fee Structure Plus and spread out his payments over 5 payments ending in 2024. He liked the ability to realize tax-deferred, market-related returns. The attorney also liked that the full $2.8 million fee was going to work for him versus $1.7 million; the amount he would have had remaining after taxes if he had received his fee in cash.

Without the ability to use his own financial professional to manage his fees on a pre-tax basis, this attorney would have elected to receive his fee in cash.

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