Institutional-Quality Asset Management
Thank you for your interest in Flat Fee Portfolios! I am pleased to provide you with information about our program – a program designed to make institutional-quality asset management accessible to individual investors.
We are proud to offer access to Dimensional Funds which are built upon the academic research of Eugene Fama and Kenneth French. Our Investment Team builds globally-diversified portfolios, conducts ongoing monitoring and due diligence, and performs systematic rebalancing.
At Flat Fee Portfolios we offer an affordable and easy-to-understand pricing structure. The fee includes annual client reviews with a dedicated advisor, online account access with consolidated portfolio values, quarterly performance reports with market commentary, and quarterly state of the market webinars.
I have been providing financial advice to clients for over 20 years, working as many advisors do, with clients who have complex retirement, estate and tax planning needs. I created Flat Fee Portfolios for investors who do not have a need for traditional planning services but could greatly benefit from our strategies. Thank you for considering Flat Fee Portfolios. We look forward to serving you.
Mark Cortazzo, CFP®
Founder, Flat Fee Portfolios