49
Growth Score
pts
Heat Score
-14 pts
Company Performance Metrics
Score
Trend
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Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
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3481622
Flatfee Portfolios provides investors with institutional-quality asset management.
Mark Cortazzo: Founder
About the Company
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
