We built Flat Fee Portfolios for people who simply want and need quality investment advice at a competitive price. Our approach gives investors a diverse range of investment solutions for a flat monthly fee. Developed by one of the top financial advisors in the country, Mark Cortazzo, CFP® and his team at MACRO Consulting Group, our program provides investors with high quality investment management solutions across three different investment disciplines. In keeping with our open architecture methodology, we are able to offer:
Managed portfolios based on an investment style that make sense to you. We do not support only one investment approach. We help you find the best fit within your preferred approach.
A dedicated financial advisor to provide you with portfolio advice and guidance
Simple, intuitive reporting and 24/7 account access to help you track and monitor progress
By working with Flat Fee Portfolios you will know exactly what you are getting and exactly what you are paying.
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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.