At Flat Fee Portfolios we believe investors should understand how much they pay for investment advice.
For households with managed assets less than $1 million
$799 per quarter - Household minimum of $200,000
For households with managed assets greater than $1 million
0.32% per year - Up to $5,000,000
0.30% per year - Greater than $5,000,000, Up to $10,000,000
Call to discuss pricing for accounts greater than $10,000,000
The fee breakpoints are based on the total household assets. Flat Fee Portfolios’ advisory fee will be prorated and paid quarterly, in advance, based on the market value of the assets on the last business day of the previous quarter.
Are these the only fees?
In addition to our management fee, mutual funds and Exchange Trade Funds (ETFs) also have their own internal expenses. Additionally, separate transaction costs may be charged by the custodian. Please note that Flat Fee Portfolios does not receive any portion of these additional fees.
Visit our Fee Audit page to see how even a small difference in the fees you pay on your investments can add up over time.