Strategic Wealth Management Services for Business Owners

Traditional wealth managers often charge a percentage of assets under management, commonly around 0.50% to 1.50% annually, though fees vary by strategy, account size, and service level. Private funds and alternative investments may also include management fees, performance allocations, or fund expenses outlined in offering documents. Investors should review all disclosures before committing capital.

Business wealth management is the coordinated planning of personal, business, retirement, and investment assets for owners and executives. It may include liquidity planning, tax-aware retirement strategies, passive income development, diversification outside the operating company, and legacy planning. For accredited business owners, real estate-backed mortgage note funds can provide an alternative income source beyond traditional stocks, bonds, or direct property ownership.

The CEO Fund primarily serves accredited investors, including high-net-worth individuals, business owners, corporate finance professionals, and institutional investors. Accredited status generally considers income, net worth, or qualifying professional criteria. This requirement helps ensure investors can evaluate private offerings, understand associated risks, and participate in opportunities that are not typically available through public markets.

Mortgage fund investing generates income by acquiring and managing mortgage notes backed by real estate collateral. As borrowers make payments, investors may receive distributions according to fund terms. The strategy is designed to let investors participate like the “bank,” creating potential recurring cash flow without personally managing tenants, maintenance, repairs, or day-to-day property operations.

Yes. The CEO Fund offers 401(k) and IRA strategies for investors using self-directed retirement accounts. These structures may allow qualified retirement funds to access passive, real estate-backed mortgage note income while preserving tax-advantaged account treatment. Investors should coordinate with their custodian, tax professional, and legal advisor to confirm eligibility and compliance.

The fund focuses on real estate-backed assets, including Grade A–C performing mortgage notes secured by multifamily dwellings, single-family homes, mobile home parks, commercial properties, and tax liens. The broader platform also includes real estate syndications and small business loans to general contractors, creating additional diversification across asset types and geographic markets.

The onboarding process begins with sign-up and review of fund documents, followed by a scheduled call with the fund management team. During the call, investors can discuss goals, account structure, eligibility, risks, and distribution expectations. Once documents and funding are complete, investors may begin participating and receiving quarterly cash distributions according to fund terms.

The CEO Fund manages risk through asset-backed investing, diversified acquisitions, professional due diligence, and geographic reach across 50+ states. The team evaluates mortgage note quality, collateral type, borrower performance, market conditions, and portfolio balance. While no investment is risk-free, the fund’s focus on tangible real estate collateral supports a disciplined alternative-income strategy.