Toni Russo is a registered investment advisor at Atalanta Sosnoff Capital, LLC, based in New York, NY, with 3 years of industry experience. Toni operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 195 clients with $4.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $20.0M | 1.00% |
| $20.0M - $50.0M | 0.50% |
| $50.0M - $100.0M | 0.30% |
| $100M+ | 0.25% |
Fees may vary depending on the size of the account and/or relationship, type of product and type of account.
Fee Estimator
Location
505 Fifth Avenue, 17th Floor, New York, NY, 10017
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Atalanta Sosnoff Capital, LLC
State Registrations1 state
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