Mark Cortazzo, CFP®

Mark Cortazzo, Founder of Flat Fee PortfoliosMark A. Cortazzo, CFP® is the Senior Partner of MACRO Consulting Group and Founder of Flat Fee Portfolios. His extensive background in the financial services industry includes working for one of the largest brokerage firms in the US, one of the largest banks in the Northeast and one of the largest insurance companies in the world. Since founding MACRO in 1992, Mark has been profiled in many industry publications and has earned numerous awards and accolades.

His recent achievements include being named "Advisor of the Year" by Boomer Market Advisor magazine and being named to Barron's listing of "America's Top Financial Advisors" for 2009, 2010, and 2011. Mark has also been named to several other Top Advisor lists including, Worth Magazine naming him as one of "The 250 Best Financial Advisers in America", being awarded "Super Broker" and one of the "Top 50 Independent Advisors for 2008" by Registered Rep. Magazine, being named by Reuters AdvicePoint as a "Top Advisor for 2008" in multiple categories, acceptance into the "2003 Hall of Fame" by Research Magazine, being chosen as one of New Jersey's "Top Forty Under 40" by NJ Biz Magazine and one of "America's Top Financial Advisors" in 2008 by Fortune Magazine. Due to his success, Mark is regularly utilized as a resource for many national publications and periodicals, including The Wall Street Journal, Barron's, Kiplinger's Personal Finance Magazine, InvestmentNews and Bloomberg Personal Finance.

A member of the Financial Planning Association and the Estate Planning Council of Northern New Jersey, Mark offers financial advice as a CERTIFIED FINANCIAL PLANNER™ professional, Investment Advisor Representative of SII Investments and a Retirement Planning Specialist. In addition, he specializes in financial planning for people living with life-threatening illnesses and is a speaker for groups associated with this cause including the ALS Foundation, the Leukemia & Lymphoma Society and the American Cancer Society. Mark is also a speaker for corporate retiree groups such as Pfizer/Warner Lambert, ExxonMobil, Merck, Viacom and AARP.

 
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.