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Thank you for your interest in Flat Fee Portfolios! I am pleased to have the opportunity to provide you with information about our program – a program designed to take the complexity out of the investment advisory process and designed with a simple, fair and affordable pricing structure.
I have been providing financial advice to clients for over 20 years, working as many advisors do, with clients who have complex retirement, estate and tax planning needs. Along with my team of Chartered Financial Analysts (CFAs) at MACRO Consulting Group, I have developed and implemented successful asset management solutions for these high net worth clients.
As a result I have been named one of the top advisors in the country by several prominent publications and found that many other top advisors on these lists have account minimums of at least $1,000,000. At my firm, we recognize that there is an entire segment of the population that does not have a need for our traditional planning services but could greatly benefit from our strategies.
At Flat Fee Portfolios, we believe that many investors would be best served by institutional-quality asset management at a flat monthly fee. The fee includes portfolio management, periodic portfolio reviews, online access, and quarterly performance reporting with our market commentary. Find out what offering fits your individual situation>>
Flat Fee Portfolios is about the relationship. We want to be your Investment Advisor. As our client, you have a dedicated CERTIFIED FINANCIAL PLANNER™ who reviews your portfolio with you, along with your specific goals and objectives.
This is a revolutionary new approach to offering investment advice. Flat Fee Portfolios builds high-quality portfolios and offers them to investors for one low, easy to understand monthly fee. Flat Fee Portfolios is proud to offer five distinct investment strategies with over 50 portfolios available. We have portfolios for both taxable accounts and tax deferred accounts (such as IRAs). We conduct ongoing monitoring, due diligence, rebalancing, and performance reporting on the portfolios.
Thank you for considering Flat Fee Portfolios. We look forward to serving you.
Mark Cortazzo, CFP®
Founder, Flat Fee Portfolios