Fee Audit

At Flat Fee Portfolios, we recognize that drilling down to determine what exactly you’re paying takes time and expertise.  That’s why we’re here to help.   If you send us your most recent quarterly statements, our team of CFA Charterholders can conduct  a customized fee audit to help you understand exactly what you’re paying and what it will mean to your net worth over time.  Click on the links below to view a sample and request your own customized fee audit today!

View a sample fee audit.

Request a customized fee audit.

 

 
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.