Steve Esposito, CFP®

Stephen Esposito, CFP® is a Financial Advisor at MACRO Consulting Group dedicated to the Flat Fee Portfolios program.  Flat Fee Portfolios is a low-cost asset management solution that provides high-quality investment solutions to investors who are simply looking for asset management advice and do not require complex financial planning services.

As an advisor for the program, Steve actively monitors clients’ investments and overall portfolio performance, including conducting rebalancing to ensure goals remain aligned.  Additionally, he identifies clients’ needs, goals and risk tolerance levels, conducts review meetings, and performs analyses.

Steve’s industry experience includes investment research, asset allocation analysis, and retirement income planning.  Due to his expertise, he is a frequent contributor to InvestmentNews, a leading financial industry publication.  Prior to joining MACRO Consulting Group in 2009, Steve worked for a national financial services organization as a financial representative where he was recognized with the “Super Starter” award. 

Steve holds the CERTIFIED FINANCIAL PLANNER™ designation.  He earned a Bachelors of Science in Business Administration from Seton Hall University and completed the financial planning program through the Boston Institute of Finance. 

 
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.