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Dear Investor,

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.

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Thank you for considering Flat Fee Portfolios.  We look forward to serving you.
 

Respectfully,

Flat Fee Portfolios Founder

Mark Cortazzo, CFP®
Founder, Flat Fee Portfolios

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Our Approach

Click to hear more about the Flat Fee Portfolios investing approach.

 

 

Please read the following important disclosures:

Pricing for accounts under $1,000,000.  The fee for accounts over $1,000,000 is a flat 0.24%.  Call to discuss pricing for endowments, trusts, and institutional accounts.

Flat Fee Portfolios is a dba of MACRO Consulting Group, LLC.

Advisory Services are offered through MACRO Consulting Group, LLC, a registered investment adviser with the Securities and Exchange Commission.  MACRO Consulting Group, LLC only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements.

TD Ameritrade, Fidelity, Foliofn and LPL Financial are the firms that MACRO Consulting Group, LLC uses to custody our client assets.  TD Ameritrade, Fidelity, Foliofn and LPL Financial and MACRO Consulting Group are separate and unaffiliated firms and are not responsible for each other’s services or policies.  TD Ameritrade, Fidelity, Foliofn and LPL Financial do not endorse or recommend any advisor.

Please review Important Disclosure Information set forth in the last section of this web site. 

Information on this web site is directed toward U.S. residents only.

 

TD Ameritrade, Inc. is the firm that we use to custody our client assets. TD Ameritrade and MACRO Consulting Group are separate and unaffiliated firms, and are not responsible for each other’s services or policies. TD Ameritrade does not endorse or recommend any advisor and the use of the TD Ameritrade logo does not represent the endorsement or recommendation of any advisor. Brokerage services provided by TD Ameritrade Institutional, Division of TD Ameritrade, Inc., member FINRA/SIPC/NFA. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. Used with permission.