Offering for Accounts Over $250,000

The advisory fee for a portfolio over $250,000* is $199 per month.  Investors at this asset level have access to the Passive (utilizing Dimensional Funds and ETFs), Active, Tactical, and Alternative strategies.

The following services are included in the advisory fee:

  • Portfolio Construction
  • Account-related Services
  • Quarterly Market Commentary
  • Quarterly Performance Reporting
  • Online Account Access
  • Semi-Annual Client Reviews

Contact us to speak to an advisor today.

*Pricing for retail 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.

 
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 service offering of MACRO Consulting Group, LLC. 

Advisory Services offered through MACRO Consulting Group, LLC, a registered investment adviser with the Securities and Exchange Commission.  MACRO only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements.

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.