Flat Fee Portfolios is a dba of MACRO Consulting Group, LLC.
Advisory Services are offered through MACRO Consulting Group, LLC, a registered investment adviser with the Securities and Exchange Commission. MACRO Consulting Group, LLC only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements.
TD Ameritrade, Inc. and Fidelity Investments are the primary firms that MACRO Consulting Group, LLC uses to custody our Flat Fee Portfolios client assets. TD Ameritrade, Fidelity, and MACRO Consulting Group are separate and unaffiliated firms and are not responsible for each other’s services or policies. TD Ameritrade and Fidelity do not endorse or recommend any advisor.
Please review MACRO Consulting Group's required Form CRS which can be found here. Additional general disclosure information can be found here for your review.
Information on this web site is directed toward U.S. residents only.