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Beverly Macy writes that "many investors who receive the new 401(k) fee disclosures will have questions about what they are paying for managed accounts outside company retirement plans." She calls Flat Fee Portfolios a "smart portfolio firm" that is "getting ahead of the curve."
InvestmentNews Contributing Editor Mary Beth Franklin illustrates how paying a low, flat advisory fee (such as with Flat Fee Portfolios) can allow a hypothetical investor to retire significantly earlier than an investor paying a traditional AUM fee.
Host Consuelo Mack interviews Mark Cortazzo, Founder of Flat Fee Portfolios, and Sheryl Garrett, Founder of the Garrett Planning Network, on how the middle-income investor can find affordable financial services.
In an article about finding an investment advisor without breaking the bank, reporter Marla Brill explores Flat Fee Portfolios as a low-cost solution that charges "half (or less) the amount of the industry average."
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