Offering for Accounts Under $250,000
The advisory fee for our Emerging Investors Program (accounts under $250,000*) is $129 per month. Investors at this asset level have access to modified Passive ETF and Active strategies.
The following services are included in the advisory fee:
Quarterly Market Commentary
Quarterly Performance Reporting
Online Account Access
Annual Client Reviews
Contact us to speak to an advisor today.
*While there are no account minimums, we typically do not recommend the Emerging Investors Program be utilized for accounts under $150,000.
Please contact us to learn about our program available for accounts under $150,000.
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.