Investor Resource Center

At Flat Fee Portfolios, we believe there are several factors that truly matter in investing.  We designed our Investor Resource Center to help individuals better understand investing and the various costs involved.   Please utilize our center to further your knowledge of investing.

  • Diversification Matters explains how broad diversification is a prerequisite to a portfolio’s long-term success.
  • Discipline Matters explores the common biases, mental shortcuts, and behavioral errors investors often make when managing their own portfolio.
  • Fees Matter discusses how to understand the total cost of an investment.  Tools include a fee calculator and fee audit to help you determine what you are currently paying in real dollars.
  • Taxes Matter explains how to minimize the impact of taxes on your portfolio.

If you have any questions, please contact us.

 
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.