FLATFEE PORTFOLIOS

Flat Fee Portfolios provides institutional-quality asset management to investors like you with an affordable and easy-to-understand pricing structure. The Flat Fee Portfolios advisory fee includes the following services: Portfolio Construction Ongoing Portfolio Management and Systematic Rebalancing Annual Client Reviews by Phone with a Dedicated Advisor Online Account Access with Consolidated Portfolio Values Quarterly Performance Reports with Market Commentary Quarterly State of the Market Webinar
FLATFEE PORTFOLIOS
Industry:
Advice Asset Management Finance Financial Services
Address:
Parsippany, New Jersey, United States
Country:
United States
Website Url:
http://www.flatfeeportfolios.com
Total Employee:
11+
Status:
Active
Contact:
(855)223-2300
Email Addresses:
[email protected]
Technology used in webpage:
Viewport Meta IPhone / Mobile Compatible WordPress Wordpress Plugins Mobile Non Scaleable Content ReCAPTCHA Contact Form 7 CPanel LeaseWeb Twenty Eleven
Similar Organizations
Blue Arch Capital
Blue Arch Capital provides tailored investment strategies along with financial planning, asset and wealth management services.
Market Builders
Market Builders provides a CRM solution for Institutional asset management.
Rp American Brokers
Rp American Brokers provides financial and asset management services.
Sammons Infrastructure
Sammons Infrastructure provides income streams through diversification and active management.
Tallbacken Capital Advisors
Tallbacken Capital Advisors is a provides top down cross asset macro research to institutional asset managers.
Universal Portfolio
Universal Portfolio provides investment management and asset management services.
Current Employees Featured
Founder
Official Site Inspections
http://www.flatfeeportfolios.com
- Host name: server-108-138-85-14.iad12.r.cloudfront.net
- IP address: 108.138.85.14
- Location: Seattle United States
- Latitude: 47.54
- Longitude: -122.3032
- Metro Code: 819
- Timezone: America/Los_Angeles
- Postal: 98108

More informations about "Flatfee Portfolios"
Flatfee Portfolios - Crunchbase Company Profile & Funding
Flat Fee Portfolios provides institutional-quality asset management to investors like you with an affordable and easy-to-understand pricing structure. The Flat Fee Portfolios advisory fee โฆSee details»
Flat Fee Portfolios Information - RocketReach
Flat Fee Portfoliosโข is a low cost, institutional-quality asset management offering developed by MACRO Consulting Group, one of the nation's most distinguished financial planning firms. โฆSee details»
Flatfee Portfolios - Contacts, Employees, Board Members
Flatfee Portfolios provides investors with institutional-quality asset management.See details»
flatfeeportfolios.com - Wealth Enhancement Group
Flatfeeportfolios.com most likely does not offer any adult content. Popular pages. Fee-Based Financial Advisors and Investments | Flat Fee Portfolios. Institutional-quality asset โฆSee details»
Flat Fee Portfolios - Products, Competitors, Financials, Employees ...
Flat Fee Portfolios, dba of MACRO Consulting Group, builds flat fee portfolios for people who simply want or need quality investment advice at competitive prices. Use the CB Insights โฆSee details»
Mark Cortazzo - Founder @ Flatfee Portfolios - Crunchbase
Mark A. Cortazzo, CFP® is the Senior Partner of MACRO Consulting Group and Founder of Flat Fee Portfolios. His extensive background in the financial services industry includes working for โฆSee details»
Financial Advisor Fee Structures: Comparing Flat Fee and AUM
Jan 14, 2025 Two of the most popular fee structures for advisors are flat fee financial advising and Assets Under Management (AUM).See details»
Flatfee Portfolios | Advice, Asset Management, Finance, Financial โฆ
The Flat Fee Portfolios advisory fee includes the following services: Portfolio Construction Ongoing Portfolio Management and Systematic Rebalancing Annual Client Reviews by Phone โฆSee details»
Find an intro to Flat Fee Portfolios | Village
Sync your connections to find the best paths to Flat Fee Portfolios. F. Flat Fee Portfolios. 50 employees. Flatfee Portfolios provides investors with institutional-quality asset management. โฆSee details»
Flat Fee Portfolios Investment Approach - Mark Cortazzo, CFP®
We built Flat Fee Portfolios for people who simply want and need quality investment advice at a competitive price. Our approach gives investors a diverse ran...See details»
Flat Fee Portfolios Refreshes Website - GlobeNewswire
Dec 20, 2011 Flat Fee Portfolios is a service offering of MACRO Consulting Group, LLC. Advisory Services offered through MACRO Consulting Group, LLC, a registered investment โฆSee details»
What Is Flat Fee Financial Planning and How Does It Work?
Feb 25, 2025 The AccountingInsights Team is a highly skilled and diverse assembly of accountants, auditors and finance managers. Leveraging decades of experience, they deliver โฆSee details»
Flatfee Corp - Leadership Team - The Org
Comprising the Global Chief People Officer, Founder and CEO, and Interim Chief Technology Officer, the team focuses on aligning company goals, fostering a strong organizational culture, โฆSee details»
What is Flat Fee Wealth Management? โ SEVEY Wealth Advisors
Dec 3, 2024 Flat fee wealth management is a financial advisory model that charges clients a fixed fee based on the services provided, rather than a percentage of their assets under โฆSee details»
Flatfee Portfolios - Tech Stack, Apps, Patents & Trademarks
Experience the new Crunchbase, powered by AI . Organization. Flatfee PortfoliosSee details»
Top 10 Questions About Flat Fee Financial Advisors
Feb 3, 2025 Flat fee financial advisors are growing in popularity among investors looking for a transparent, predictable alternative to traditional percentage-based fees. Discover if a flat fee โฆSee details»
Flat Fee Financial Advisors: What to Expect - Approach Financial
By Justin Pritchard, CFP® (an advisor with flat-fee offerings for clients). There are multiple ways to work with (and pay) a financial advisor. Traditionally, the only option was to pay โฆSee details»
The $500,000 fee trap: Why smart investors are switching to 0
4 days ago Now imagine if your portfolio grows to $1 million. The AUM fee also doubles to $10,000 per year. And the bigger your portfolio gets, the bigger the annual fee becomes.See details»
Flatfee Corp - Crunchbase Company Profile & Funding
9,896 Number of Organizations โข $49.9B Total Funding Amount โข 49,662 Number of Investors. Track . Silicon Valley Companies With Fewer Than 100 Employees (Top 10K) 9,983 Number โฆSee details»
Looking for a Flat Fee Financial Advisor? - Wealthtender
While no type of fee model is perfect, the flat fee model is one of the most transparent and fair advisor-client compensation methods. It helps to remove the conflict of interest of โlooking to โฆSee details»