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