Offering

Flat Fee Portfolios provides institutional-quality asset management to investors like you with an affordable and easy-to-understand pricing structure. The Flat Fee Portfolios advisory fee includes the following services:

  • Portfolio Construction
  • Ongoing Portfolio Management and Systematic Rebalancing
  • Annual Client Reviews by Phone with a Dedicated Advisor
  • Online Account Access with Consolidated Portfolio Values
  • Quarterly Performance Reports with Market Commentary
  • Quarterly State of the Market Webinar

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Please note that the aggregate household minimum to become a Flat Fee Portfolios client is $200,000.