About Us

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 service offering of MACRO Consulting Group, LLC. 

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

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.