News & Media

In The Media

Displaying 1-10 of 24  1 2 3 > 

Flat Fee Portfolios Founder Returns to "WealthTrack"

Host Consuelo Mack recently interviewed Mark Cortazzo, Founder of Flat Fee Portfolios, and industry legend Charles Ellis in an episode devoted to investment fees.

Flat Fee Portfolios in The Huffington Post

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."

Flat Fee Portfolios in InvestmentNews

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.

Flat Fee Portfolios Featured on Consuelo Mack's "WealthTrack" on PBS

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.

Flat Fee Portfolios Featured in Reuters

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."

Flat Fee Portfolios in The Franklin Prosperity Report

The author writes that using an online asset management program, such as Flat Fee Portfolios, is a good option when you "don't want to pay an uncomfortable management fee."

Mark Cortazzo on National Public Radio (NPR)

In an interview with Jeff Williams in Illinois, Mark Cortazzo addresses recent market volatility.

Flat Fee Portfolios Featured on AARP.org

In an AARP article, Reporter Lynnette Khalfani-Cox instructs her readers not to be afraid to talk about fees and costs with a financial advisor.

Mark Cortazzo on The Money Answers Radio Show

Mark Cortazzo, the Creator of Flat Fee Portfolios, was the guest of Jordan Goodman for his one-hour Money Answers Radio Show.

Mark Cortazzo's Model Portfolio Profiled in Wall Street Journal

In "Making Room for Midcaps," journalist Shefali Anand interviewed Mark Cortazzo about his perspective on midsize companies.

Displaying 1-10 of 24  1 2 3 > 
 
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.