Esteban Masi is a ChFC-designated registered investment advisor at Atorie Advisors, LLC, based in Los Angeles, CA, with 1 years of industry experience. Esteban operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 2.00% |
| $10.0M - $25.0M | 1.75% |
| $25.0M - $50.0M | 1.50% |
| $50.0M - $100.0M | 1.25% |
| $100M+ | 1.00% |
Fees are negotiable and may differ from client to client. The total fees paid by the Client to Atorie Advisors will never exceed 3% of the assets under management per year.
Fee Estimator
Location
Los Angeles, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Esteban is a managing member of Atorie, LLC, a full-service business management and multifamily office firm, dedicating nearly full-time hours to it. He also manages Atorie Asset 1, LLC, a commercial real estate holding company, spending minimal time on it.
Employment History
Current Registrations
Atorie Advisors, LLC
State Registrations1 state
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