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Flat Fee Portfolios Featured on AARP.org
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August 18, 2011 - In an AARP article, “How to Get the Most Out of Your Financial Advisor,” Reporter Lynnette Khalfani-Cox instructs her readers not to be afraid to talk about fees and costs with a financial advisor. According to the article, there is currently not a lot of disclosure about fees in the money management business. She writes, “That's why Cortazzo recently began a program called FlatFeePortfolios.com, which offers a uniform pricing structure of $199 a month to all clients — regardless of whether your retirement assets are $250,000 or $2 million.”
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.
